Attach documents in the invoices and allowing the customer download them at anytime in his "Customer Portal"
In many cases, suppliers need to provide customers additional documentation related to their purchase - in addition to the basic pdf - and normaly they are required to include these documents in an email. Imagine being to able attach all required documents directly in the transaction record in "Zoho Subscriptions" - in the invoice to be precise - allowing the customer to display them in the "Customer Portal" enable them to download at anytime, this is our idea and Mexico would appreciate it :)
Ofelia Guzmán
shared this idea
Hi there,
Thank you for posting on our feedback forum.
Zoho Subscriptions allows you to attach up to 10 files to an invoice, and each of these files can be upto 5 MB in size.
While you navigate to the ‘Invoices’ module, click on the invoice and choose the ‘Attach files’ option on the top, you’ll also have an option to decide if the attachments should be displayed in the customer portal and emails.
If you have any other questions, feel free to reach out to us at support[at]zohosubscriptions[dot]com.
Regards,
Reshma
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Corey Moullas
commented
As a phone company we add unbilled charges to customer accounts for long distance on the 1st of each month and need to attach a PDF with all the long distance usage with the invoice email. Hopefully something like this can be created. It would be hugely useful for adding justification of additional charges when invoices get sent out on the renewal date.
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Anonymous
commented
This would be extremely helpful for our business also
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Anonymous
commented
Totally agree! That will be great for the users from Mexico
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A Goldberg
commented
Well done, I agree!
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agencia fiesta
commented
to tell you the truth, it had taken a lot of time to make some improvements, well done.
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C lopez
commented
We really appreciate also