QBP: Attach Receipts to Client Invoices [Edited]
Zoho Expense and Zoho Invoice both allow users to attach receipts to items linked with client or project invoices. These receipts are then automatically included as copies in the invoice sent to clients. I am hoping that Quicken will consider this functionality.
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@JMWDBA, thanks for posting your suggestion to the Community!
I have moved this out of Feature Requests, as the ability to attach receipts and other documents to Invoices is already available in Quicken Business & Personal, as outlined in our support article here.
However, for some reason, I'm not seeing this option in my own QBP dataset this morning. I have let our product team know so they can re-enable this feature, so definitely keep an eye out for it!
-Coach Natalie
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@JMWDBA, I discovered that the toggle to attach receipts is available in Invoices when expenses with attachments are added. Our support article here goes over adding attachments to transactions:
I hope this helps!
-Coach Natalie
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This is exciting to hear and see. I will give it a try with the invoice I need to produce today and see how it goes.
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