To include supporting documents when sending out a sales invoice through iplicit, you will need to set up a new attachment group and update the relevant communication setup.
Please follow these steps:
  1. Navigate to the Attachment Groups screen and click New at the top.  – screenshot below showing the settings typically used for sales invoices.
  2. Once the group is created, go to the Communication Setup screen and edit the communication type that the attachment should be sent with (e.g. Sales Invoice)




Important note:  If you have other attachments that should be stored against a document or record but not sent to the customer or supplier, you will need to create a separate attachment group and ensure it is not linked to the communication.



Click into the email tab and then click the attachments button to make a new attachments tab appear. 


 

From there you can add the following set up and save. 

Once the following steps have been completed you will be able to add additional attachments to Sales invoices through the paperclip under the email attachments section which will add it to the email when sending to the customer.