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Adding an Attachment to an Invoice
Adding an Attachment to an Invoice

See how to add an attachment to an invoice and how it is viewed by the customer.

Danielle Walls avatar
Written by Danielle Walls
Updated over 10 months ago


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1. Open an Invoice

Open an Invoice

2. Click on Attachments tab inside the invoice

Click on Attachments tab inside the invoice

3. Click on Add Attachments

Click on Add Attachments

4. Drag and Drop your attachments into this field or click on "Browse Files" to select an attachment from your computer

Drag and Drop your attachments into this field or click on "Browse Files" to select an attachment from your computer

5. Your Attachment will Appear Here

Your Attachment will Appear Here

6. To see how the customer will view the attachment, Click on Preview as Client

To see how the customer will view the attachment, Click on Preview as Client

7. The attachment will be available at the bottom of the invoice for your customer to open

The attachment will be available at the bottom of the invoice for your customer to open
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