Advanced Invoice Options
Attach File/Document to Invoice
- Click Sales → Invoices menu located on the sidebar menu (left-hand side of the screen).
You can also use a shortcut menu. Just click
eye symbol under the Invoices shortcut.
- Locate the invoice on the table list, and click on the Invoice Number.
- Click More button, and select Attach File.
- Click Drop files here to upload and select files to upload.
- List of uploaded files will be located below invoice preview.
If you would like the Customer to have access to this file, just flip the switch to on position (green colour).
