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Attach Files to an Invoice

Add a supporting document (a signed order form, a delivery note, anything relevant) directly to an invoice record.

The example adds a supporting receipt to Summit Technologies’ $8,500 Q4 expansion invoice for Emily Ross.

Before You Start

  • You need access to the invoice record.
  • Attachments added here are files on the invoice itself. They are separate from any receipt a customer uploads during an offline payment.

Steps

  1. Open the invoice.

  2. Go to its attachments section.

    The $8,500 Q4 expansion invoice for Summit Technologies, with Notes and Attachments and Upload Files visible before the supporting receipt is uploaded

  3. Upload the file.

What You Should See

The file listed against the invoice, with its name, size and file type.

The same $8,500 Q4 expansion invoice with summit-q4-8500-receipt uploaded, showing its PDF type and file size

If It Does Not Work

Symptom Likely cause What to do
The upload does not appear after you close the invoice You uploaded it but navigated away before it finished saving Re-open the invoice and check whether it is there; if not, upload it again
You cannot delete a file you added by mistake You need delete access on the invoice's attachments, not just the invoice itself Ask your admin to check your permissions