How to Upload Attachments to Invoices

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1. Open the Invoice Detail screen.  (To get to the Invoice Detail screen, from the invoice list screen, create a new invoice by selecting the add new button , or open an existing invoice by selecting the edit pencil .

 

2. Select the Attach File button.

3. To upload a new attachment, select the add new button selecting the add new button , tap Select File and find the files on your computer's drive and save.

4. Excel, Word and PDF documents are support.  To add additional documents, select the add new button  again.  All uploaded documents will appear:

5. Select the edit pencilto add comments about the attachments and then save .

6. Select close .

 

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