Attach files to invoices

If you have files associated with specific invoices or payments, you can quickly upload files and attach to any invoice. 

Add a file to an invoice

  1. Open the invoice.

  2. In the top right, click the Icon-Paperclip.svg paperclip icon.

  3. In the pop-up, click Upload Files or drag and drop your file to the pop-up, then select a category for your file. (Note: You can upload up to 10 files at a time.)

  4. Click Save.

Your file attachment is listed in the invoice. Invoice files can be downloaded, previewed, edited and deleted.



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