As a business owner, you might want to include your general terms and conditions with every invoice you send out. Informer provides you with the option to attach these documents once, so they are automatically included with each outgoing document.
To add a standard attachment, follow the steps below:
Navigate to Settings in the left-hand menu;
Select Attachments and click on New;
Fill in the required information:
Enter a file name for the attachment;
Provide a description;
In the Use by default dropdown menu, select where the attachment should be automatically added;
Sales Invoice;
Quote;
Sales Order (if the Trade module is active);
Under File, upload the standard attachment (max size: 8 MB);
Click on Save to add the attachment.
The attachment will now be automatically sent with the selected outgoing document.