If you need to send out attachments with a sales invoice or quote which can be anything from Terms and conditions to supporting documents etc. You need to configure the following in the environment.

1. Set-up a new Attachment Group

Sale Invoice:

Or Sale Quote:

2. Go to communications and edit the communication the attachment needs to be sent with (i.e. sales Quote).

Invoice:

Or Quote:

Note: If there are other attachments that you wish to attach to a document or record that you don't wish to be sent to the customer/supplier then you will need to set-up an alternative attachment group, but not attach it to the communication.

3. Save > Reload

4. Create invoice as normal and attach the file here

Note: if you don't want to send the customer an attachment, you can set up another attachment group ensuring it is not set up on the communication set up or alternatively, use Other, Sales Invoices, Customer Reminder Letter (providing you have not set these up as an attachment on the communication group).

Make sure there is an attachment to the sale invoice and it should look like this.

When the invoice is emailed out to their customer, the attachment/s will be included in the email.