Setting a default attachment for E-mails

You can set a default attachment for any emailable document (invoices, contracts, order documents, etc.) in Qbil-Trade. You can set this in the subsidiary screen of root data.

  1. Go to the Subsidiary screen in Root data.
  2. Navigate to the “Documents” section.
  3. Add(upload) the file you want to use in the “attachments” and save the changes.

4. Select the added file in the documents section and choose type as “Other”.

5. Choose the document/s in the “Email with” field for which you would like the attachment to be the default.

Once the changes are saved, the uploaded file will be attached by default while mailing the selected document.

What are your feelings
Updated on October 14, 2024

FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.