Your personal document space
Since we started MoneyPenny to help you run your business from one place – your MoneyPenny account – we also give you a 512 Mb personal document space where you can safely store files.
If you would like to access your files, check how much space you have available or upload new files to the cloud, click on ‘Document Space’ in the menu, below your name.
To attach a document to an invoice or estimate, go to the bottom of the creation page. Here you will find the options to ‘Upload a File’ or ‘Choose an existing file’ from your document space. If you would like to attach the files to the email when you send the invoice, just mark the checkbox ‘Add attachment when sending email’.