Attaching documents to the invoice

When creating or editing an invoice a document or documents can be attached using the “Create Invoice” page.

Click on the “More Options” button and choose the “Attach Documents” tab.




  • Documents can be uploaded and attached to the invoice email(s).
  • Select a Document from the drop down menu then press the “Attach” button.
  • The attached documents will be listed as in the picture above.
  • Press the “Preview” button to open the document.
  • Press the “Red” button next to the listed document to remove it.


Contact us if you have an issue or more Questions.

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