How to add an attachment when emailing invoices?

JEN
JEN Member Posts: 79 Reckoner Reckoner
edited January 16 in Accounts Hosted

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.

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,666 Reckon Community Manager Community Manager

    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).

    Add Attachment RAH.gif

    Let me know if you have any questions.

    Cheers

  • JEN
    JEN Member Posts: 79 Reckoner Reckoner

    Hi Rav,

    Thank you for the information above.

    It worked! 😀

    Still learning the ropes with Reckon Accounts Hosted.

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