I find it confusing with working with attachements.
I have an monthly recurring invoice which i need to add my hourly overview. So i create the recurring invoice, add excell sheet with worked hours and send.
When i look into the send invoice there is no attachement ?
One option may be to disable the auto-email option on Settings > Workflow Settings, this will give you a chance to attach the spreadsheet directly to the generated invoice before it’s sent.
my problem is i do not send automated invoices ( or at least not that i know off ) ….. as far as i understand, recurring invoices will be recreated and ready to be send, not send automatically
But when i add the attachement as an document on the document tab next to the invoice and send it, the attachement is not send in the email
I found the checkmark, thanks
weird that it is not checked by default as the gui shows the tab and all you get to think that it is not an option you need to enable but just a choice to add an attachement or not ….