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In Batch invoices for customers the ability to attach a file.

It would be valuable for a lot of users, i believe to have the ability to add attachments to the customers profiles or in the batch invoicing section. Considering we are now MTD there should be the ability to keep any number of records on sage which can then be shared by remote data sharing. 

Kindest

Xenia Berry

  • Hi Xenia,

    Please feel free to take a look at Liaison Messenger EDD by Liaison Software. One of the key features of Liaison Messenger EDD is its ability to attach supporting documentation to outbound documents - both static and variable attachments.  Liaison Messenger EDD works with any report and uses data from the report processed to come up with the naming convention of the attachment(s) it retrieves from an assigned folder(s). 

    Other customers have used our variable attachment feature to attach the following documents to Invoices:
      - Signed packing slip / proof of delivery
      - MSDS’
      - Time sheets
      - Certificate of Analysis
      - Original customer PO
      - Call Summary Reports

    The most common way our variable attachment feature is used is by attaching all invoices listed on the statement to the statement in one PDF.  

    For more information please reach me at 800.811.4618 x301, [email protected] or visit our website at www.liaisonsc.com/liaison-messenger-edd        

    Regards,

    Tom Nielsen
    Liaison Software
    800.811.4618 x301
    [email protected]

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