I’m here again with more questions about the concepts of “documents” in InvoiceNinja v5. Currently, I run v5.0.45-C37 on docker.
There are several places they can be attached (to specific invoices), to clients, to expenses. All of these make some sense, but it never clear what a document is. What type of file does InvoiceNinja work with and consider a document? What’s the design thinking behind this feature? My guess was PDF, so the following examples use that format.
From here I’m going to take a couple of examples. I go to a specific invoice that has been sent out and upload a document. This example is simply a PDF. From here, what use is this? There is no indication that this space is internal to me or visible to the customer. I go to the customer portal and view the invoice and there is no reference to a document or anywhere it can be downloaded:
I go to Documents in the Client’s Portal and, also no documents:
So, I want to be a little more direct - like getting a document somewhere so that a client can see it.
There is a “Documents” section in the client portal, maybe I try to get something there? Make sense it would happen in the client profile, so I go there and add the same PDF file. Then I go back to the client portal and see nothing under “Documents”.
I’m left with more questions than answers. It is not clear how these features work. How to actually get a document into the client portal? What are the various document areas used for? How is any of this intended to work?