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Proposals and Invoices: Upload for Custom Attachments.
With the new option (1) you can attach custom pages to proposals and invoices. By uploading here, they become part of the document, which can be sent as a complete PDF directly via email from MOCO.
(English image not yet available)
The order of upload is crucial for the sequence. The additional page is directly integrated and displayed in the PDF upon upload. No changes can be made to locked invoices.
Standard attachments for proposals (terms and conditions, team page, etc.) and vouchers for invoices (additional services like external costs, travel receipts, etc.) are selected as usual when saving the document.
The change log moves to the bottom right (2).
(English image not yet available)The order of upload is crucial for the sequence. The additional page is directly integrated and displayed in the PDF upon upload. No changes can be made to locked invoices.
Standard attachments for proposals (terms and conditions, team page, etc.) and vouchers for invoices (additional services like external costs, travel receipts, etc.) are selected as usual when saving the document.
The change log moves to the bottom right (2).







