Step 1

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

Step 2

Select Upload a file.

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 (), and it will change to a wastebasket icon (🗑).

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

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