Sales
To add an attachment/ notes to an invoice
- Select “Sales” from the navigation menu.
- Click “Manage Invoices”.
- Select the invoice you wish to add an attachment to.
- Click the button “More Options”.
- Click “Add Note/ Attachment”.
- Input the attachment and note details
- Date: Set the date of attaching the document.
- Time: Set the time of attaching the document.
- Action Performed: Select the performed action.
- Click on “Edit Actions List” to edit or add actions to the list. For more information, please refer to the tutorial “Editing Appointment Actions List”.
- Update Status to: Select a status using the drop-down menu as needed.
- Click “Edit Statuses List” to add, edit or customize statuses, for more information please refer to the tutorial “Customizing Invoice Statuses“.
- Note: Type in the required notes with the help of the wording tools.
- “Share With Client” Checkbox: Check to share the document with the client on the invoice.
- Attachments: Click the button “Upload” to browse your device or drag and drop the file to upload it.
- Click “Save”.
Note that Appointments can be linked with notes and attachments, for more information, please refer to the “Scheduling Appointments In an Invoice File” tutorial.