Attaching documents to purchase invoices is an essential feature that allows you to keep all relevant information in one place. This guide will walk you through the process of attaching documents, as well as downloading, previewing, and deleting attachments.
Attaching documents
Attaching documents to a purchase invoice can be done directly from Purchase Invoices.
Select the invoice to which you want to attach a document.
Click on Attach document.
A dialogue box opens, you can upload your attachment(s) by dragging and dropping documents or using the file explorer.
Any document attached will appear in the dialogue box.
Tip: You can also click on the three dots in the Actions column, then click on Attach document.
Downloading, previewing or deleting attachments
Once you have attached documents to a purchase invoice, you can easily download, preview, or delete them as needed:
From the upload dialogue box (step #3 above).
From the invoice details, under the Attachments section, by clicking on the three dots next to an attachment.
FAQ
What types of files can I attach to a purchase invoice?
You can attach any standard file type, such as PDF, JPEG, PNG, Microsoft Word, or Microsoft Excel files.
Is there a limit to the number or size of attachments?
Yes, there is a limit to both the number and size of attachments. You can attach up to XX files per invoice, with a maximum size of XX MB per file. If you need to attach more files or larger files, consider compressing them into a ZIP archive before attaching.
Who can see the attached documents?
Any user with access to Purchase Invoices can view the attachments.