I need to provide some documentation with an invoice that I need to void and it would be a great feature to be able to add a PDF file to provide some information on such. So, storing a few documents with a customer would be my feature request.
Agreed, it would be great if there was an option to upload documents that the customer could access, such as signed contracts.
"Store a file" (suggested by Neil Schneider on 2019-11-15), including upvotes (2) and comments (1), was merged into this suggestion.
Also agree with feature on the customer profile level to upload a documents, such as a signed contract, and other files related to the client. We review the clients contract regularly, and this would save time to have access to this document and others related to the client.
We are currently able to add file attachments to invoices which is very helpful. Is it possible to add file attachments to accounts? For instance, I have invoice submission instructions for an account and it would be nice to be able to upload those instructions to the account for future use.
I just submitted the same idea but not for sharing, just to have on file for future use.
"Ability to upload documents to customer profile" (suggested by PATRICIA MACEDO on 2021-11-19), including upvotes (1) and comments (0), was merged into this suggestion.
"Account File Attachments" (suggested by Kelley Helton on 2021-09-28), including upvotes (2) and comments (0), was merged into this suggestion.
We're happy to announce that the ability to save attachments to customer profiles is now available! Here is documentation on this feature: https://docs.invoiced.com/guides/billing-portal#3m-documentsThank you all for the feedback!
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