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Proposals and Invoices: Upload for Custom Attachments
With the new option (1) you can attach custom pages to proposals and invoices. By uploading at this point, they become part of the document, which can be sent as a complete PDF directly via email from MOCO.
English image not yet available...
Crucial for the order is the sequence of the upload. With the upload, the additional page is directly integrated into the PDF and displayed. No changes are possible for locked invoices.
Standard attachments to proposals (terms and conditions, team page, etc.) and receipts for invoices (additional services such as third-party costs, travel receipts, etc.) are selected as before directly when saving the document.
The change log is moved to the bottom right (2).
English image not yet available...
Crucial for the order is the sequence of the upload. With the upload, the additional page is directly integrated into the PDF and displayed. No changes are possible for locked invoices.
Standard attachments to proposals (terms and conditions, team page, etc.) and receipts for invoices (additional services such as third-party costs, travel receipts, etc.) are selected as before directly when saving the document.
The change log is moved to the bottom right (2).