Expense management | Receipts | Reimbursement
Simonereeves
Member Posts: 9
I need to attach receipts to my invoice on which they are listed when they are reimbursable by the client. The client needs pdf copies of these receipts.
How can I select the receipts I want to extract to ONE pdf such that I can put them in the same email.
Even better would be if I could select and assign them to the invoice.
Thanks
Simone
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Comments
Hey @Simonereeves! At the moment attachments to an invoice isn't possible in Wave. For the time being while we explore how to implement this, the workaround we usually recommend is that you download a PDF of your receipt, and email your client directly with an invoice and receipt attached.
The best way to grab the corresponding receipt would be to head to Purchases > Receipts, select the receipt in question, and view it. You should then be able to right-click to save the image, and then convert it to a PDF (Wave doesn't directly export to PDF at the moment).
I hope this helps!
Hi @Simonereeves . You didn't misunderstand. Wave doesn't support sending out specific receipts in a bunch. We definitely value your feedback here, and knowing your work flow of having receipts for reimbursed items is good for the team to see when looking up use cases to determine future implementations to the software.
Completely agree with Simon here, this would be infinitely helpful. Thanks for considering.