Attach Files on Customer's Invoice

Step 1

On Create/Update Invoice page, go to Other Options section.

Step 2

Click Upload a file button.

Step 3

Select the file you wish to attach on Customer’s Invoice.

File type should be in PDF, PNG, JPG, JPEG, PPTX, XLSX, DOCX and should not be exceeding 5MB in size.

Step 4

If you wish to delete the previously attached file, simply hover on the paperclip icon () .

Step 5

It will change to a wastebasket icon (🗑).

Step 6

Click the wastebasket icon (🗑) to continue with the attachment deletion.

There will be no confirmation for this. Once clicked, attachment will be automatically deleted.