Attaching a document to go out with an invoice

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dshkba0
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.
Thanks.
Heather.

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