Clients always asking for my W9 Is there a way to send the attachment through their portal.as a download?
Hi,
One option may be to add it as a default company document on Settings > Company Details.
Thank you for your help after upgrading to enterprise plan 1-2 it now allows me to send attachments. There are two ways I found to send them. First way is company details document. that allows PDF files to be sent every time you send a invoice. The second way is new invoice after saving you will see Create Document settings, click the document up load the file you would like them to see after saving the invoice email the client when they open the portal its shows the invoice and the attachment right about it. Sorry for all details.