How to add an attachment when emailing invoices?

JEN

Hi Team,

Could you please advise how I can add a scanned .jpg document with an invoice when emailing to a customer?

I tried adding the scanned document I saved on the desktop to the invoice I was trying to email but I can't see the document in the drop down list when I opened the desktop icon. I see a yellow folder, a saved pdf file I saved earlier but not the .jpg document I scanned.

I need to be able to add attachments with invoices when emailing to customers.

Thank you.

Rav

HI @JEN

You'll need to upload the .jpg file to Hosted using the Floating Toolbar. After doing so, you'll find the file in the Uploads folder in your Hosted Q drive. Check out this post for more info on uploading files in Reckon Accounts Hosted.

Once you've uploaded your file, you'll then be able to select it when adding an attachment to the email from the Upload folder in your Q drive.

I've put together a quick screen recording below (click on it for a larger view).

Let me know if you have any questions.

Cheers