PDF Attachment for Credit Memo Entry

When entering an invoice, a PDF copy of the invoice can be attached. However, this functionality is not available for Credit Memos. Only a .gif, or .jpeg can be entered in the Notes area. PDF is a much better format. Having this functionality allows the user to 1) become "paper free" by not having to keep vendor invoice folders, and 2) makes researching things much easier.

  • Guest
  • Jul 21 2021
  • Implemented
  • Attach files
  • Christine Mills commented
    25 Mar, 2022 06:02pm

    Please set it up so we can attach a PDF, excel, or word document to a credit memo. Currently I am having to attach credit memo documents to the vendor record, which isn't the best place for it.