How to Add an Attachment to an Invoiceable/Invoice

You can easily add an Attachment to an invoiceable and invoice - which are viewable to branch users and the client (if they've been given access)


To add an attachment to an invoiceable/invoice we:

  1. Click the 3 dot dropdown to the right of the invoiceable/invoice
  2. And select the 'Add an Attachment' option

    This will create a block for you to:
    - Click on, opening up your file browser to select the attachment
    - Drag and drop files to

  3. Once you've added your attachments, a paper clip icon will appear next to the invoiceable description - click this icon to file the attachments

    NOTE: The paperclip icon can be clicked to view or delete the attachment as required.