Attach a file to invoice before emailing in Accounts Hosted

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  • Updated 5 months ago
  • Answered
I was wondering if there was some way of attaching a document to the invoice prior to emailing it from Hosted.  Currently I have to download the invoice and email it with the attachment from Outlook, but I would much rather upload the delivery docket and attach it to the invoice.  This can occur in Xero quite easily (and I can see C: drive), I don't want to go to Xero (AT ALL) but desperately want this feature in Hosted.  Is it there and I just can't see it?

Thanks for your assistance.
Katrina
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Katrina Crute

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Posted 5 months ago

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Kevin Russell, Accredited Partner

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Have you tried it?
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Katrina Crute

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Kevin, I can't see how to attach a file to an email in Hosted thats what I am asking for; obviously I can't see where you do that.  I just click email and the email goes, there doesn't appear to be anyway of adding an attachment. What am I missing? Did you provide some instructions somewhere?
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Katrina Crute

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Kevin, Do you have any further advice for me?
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Joy Bodker

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Hello Katrina,
If you select email a tax invoice at the top left side there is a box that says attachment, this then opens the select file attachment box and you can choose Qdrive or Bdrive and the file you need, I guess you would need to upload the file first into Qdrive. I just tried this and the file is in the Upload folder in Qdrive.
Hope this helps.
Joy
(Edited)
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Pam

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Thankyou Joy I too did not know if you could attach an invoice and was following this thread and appreciate your clear answer! 
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Ginie Smith

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Thanks heaps Joy Bodker, that greatly helped me as well!