Attaching documents to sales 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 sales invoice can be done directly from Sales Invoices.
Select the invoice to which you want to attach a document.
Click on Attach document.
A modal opens, you can upload your attachment(s) by dragging and dropping documents or using the file explorer.
Any document attached will appear in the modal.
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 sales invoice, you can easily download, preview, or delete them as needed.
From the upload modal (step #4 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 sales invoice?
You can attach any standard file type, such as PDF, XML, JPEG, PNG, Microsoft Word, or Microsoft Excel files.
Who can see the attached documents?
Any user with access to Sales Invoices can view the attachments.