May
17
2015
17
2015
Attaching documents to the invoice
An article by Adam
When creating or editing an invoice a document or documents can be attached using the “Create Invoice” page.
Click on the “More Options” button and choose the “Attach Documents” tab.
- Documents can be uploaded and attached to the invoice email(s).
- Select a Document from the drop down menu then press the “Attach” button.
- The attached documents will be listed as in the picture above.
- Press the “Preview” button to open the document.
- Press the “Red” button next to the listed document to remove it.
Contact us if you have an issue or more Questions.
