How to Add Attachments to Invoices Before and After Creation

Instructions for adding attachments to an invoice during or after creation.

• During invoice creation:

  1. Go to the bottom of the invoice creation page.
  2. Click on “Attachments“.
  3. Select “Browse Your Files“.
  4. Select the file you want to attach.

     

• After creating the invoice:

  1. Go to “Sales” > “Sales Invoices”.
  2. Click “View” next to the desired invoice.
  3. Scroll to the bottom of the page and click on the attachments option shown.
  4. Upload the desired file.

     

     Then the file will be attached

     

Additional Notes:

• You can attach multiple files to an invoice
• Attached files are available for viewing when you access the invoice in the Activities section as shown below.

  

Keywords:

• How do I attach a file while creating the invoice?

• Where can I find the attachments option when creating the invoice?

• Can I upload a document with the invoice while creating it?

• Is there a way to add an attachment before saving the invoice?

• I can’t find the attachments button when issuing the invoice, where is it?

• How do I add an attachment after creating the invoice?

• Can I attach a file after saving the invoice?

• Where do I go to add a document to an old invoice?

• Can I reopen an invoice and attach a file to it?

• Where can I find the files attached to the invoice?

• Does the attachment appear in the Activities section?

• Can I see the attachment when I access the invoice?

• Where do the attachments appear after I upload them?

• What types of files can I attach to the invoice?

• Can I attach more than one file to the same invoice?