Jason Koonce
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10 votesJason Koonce supported this idea ·
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An error occurred while saving the comment Jason Koonce commentedWe have automation that auto sends when an invoice is paid. Being able to auto-attach the paid invoice would be greatly beneficial. The current tags make it seem like it would be attached, but it doesn't send the paid receipt out automatically, just the regular invoice.
When creating a document template and then developing the Template Questions for it, having the option to create a checkbox or drop-down menu would be extremally useful. Some things are only one or two possibilities and having to type in each and every time seems unnecessarily redundant.