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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Fieldworker Updates
- View Booking Discussion
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
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- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Fieldworker Payment Agreement
- Fieldworker Payment Per Service
- Fieldworker Service Commission
- Fieldworker Payroll Management
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- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- Third-Party API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
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- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Geographical Pricing
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
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- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Complaint / Issue Status List
- Issue / Complaint Types
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Attaching Files to Invoices
Document management and organization play crucial roles in the smooth and efficient operation of a business. The ability to attach relevant files directly to invoices can enhance the transparency, effectiveness, and traceability of your financial transactions.
With OctopusPro’s ‘Attach Files to Invoices’ feature, you can append a variety of relevant files to an invoice. This could include a signed contract, a completion certificate, or other related documents that provide additional context or information about the invoiced services or goods.
This functionality can greatly aid in communication with clients, by providing all relevant documentation in one place and in context with the related invoice. It simplifies the process of tracking documentation related to specific transactions, making audits and reviews more straightforward.
In addition, it offers a valuable tool for internal use, allowing various departments (like finance, operations, customer service) to access the same, consistent information. This boosts inter-departmental cooperation and understanding, ensuring that everyone is on the same page regarding each transaction.
In the subsequent sections, we’ll explore how you can utilize this feature effectively within OctopusPro, the benefits it offers, and some use cases to help you understand its practical implications.
Adding Attachments Directly from an Invoice
- Open the specific invoice to which you want to add an attachment.
- Click on ‘Invoice’ at the top right of the page.
- Select ‘File Attachments’.
- Click ‘Upload File’ and select the file you want to attach from your device.
- After choosing a file, add a description for your reference and for the recipient’s understanding of what the file contains.
- Press ‘Save’ to attach the file to the invoice.
Benefits and Use Cases of Adding Attachments to Invoices
Providing additional information: Attachments offer a way to provide more information about the services provided. This is useful when the invoice alone cannot capture all the details, for instance, in the case of complex projects.
Improving transparency: By attaching files and documents related to the job, businesses can improve transparency with their customers, which can boost trust and customer satisfaction.
Supporting charges: In some cases, businesses need to substantiate their charges, such as the cost of materials used. Attaching receipts or other relevant documents can provide necessary proof.
Reducing disputes: Detailed attachments can offer clarity and help in reducing potential disputes regarding the charges on the invoice.
Remember, the key to successful invoicing is clear communication. By utilizing the attachment feature in OctopusPro, you can offer an enhanced level of communication that serves both you and your customers.
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