Attaching a document to go out with an invoice

For ideas, tips and tricks and comments on using or creating MoneyWorks Forms (invoices, statements, labels etc.),
Forum rules
This forum is not the official Cognito Software support channel for MoneyWorks. If you need help from Cognito, then please contact us (or your local regional support representative) directly using the contact information on the Support page of the web site.

Please try the search facility before posting a new topic to see if your topic has already been covered.

If you do post a new topic, it's a good idea to choose a Topic Subject that it a bit more informative than "Help!" or "A problem". If your topic is actually recognisable by people scanning the forum, you'll have a much better chance of getting a response. Thanks and have fun.
Post Reply
Posts: 3
Joined: 28 Jun 2012 16:31
Product: Gold
Region: New Zealand

Attaching a document to go out with an invoice

Post by dshkba0 » 16 Jul 2013 16:57

Hi there,
We need to send out invoices every month to a select large group, and we need to send an attachment with the invoice. Is there some way of doing that in Moneyworks Gold? Or maybe copying the info from the Excel document into the Invoice in Moneyworks?
Currently, we are printing the spreadsheet, printing the invoice, scanning them in together, then emailing them - all a bit laborious and unnecessary cost on paper!

Any suggestion is appreciated.

Post Reply