To maintain organized and reliable customer records, you can attach relevant documentation such as receipts, signed agreements, or scanned invoices directly to each invoice. This helps ensure transparency and traceability in your receivables process.
Steps to Attach Receipts or Documents to an Invoice:
Navigate to the Data Table section in the sidebar and click on Invoice Table to view all your recorded invoices.
Each row in the Invoices Table includes an Evidence File column on the far right. This column is used to upload or manage any files related to a specific invoice.
To attach a file (such as a receipt or document):
Click the Upload icon in the Evidence File column for the invoice you want to update.
A file upload window will appear.
Select the relevant receipt or file from your device. You can upload:
PDFs
Images (JPG, PNG)
Spreadsheets (XLSX, CSV)
Once uploaded, the icon will update to reflect that a file has been successfully attached.
Tip: Use a descriptive file name to help you easily identify it later (e.g., Invoice_1001_PaymentReceipt.pdf).
Managing Uploaded Files:
After uploading a file, click on the file icon to view available options:
Preview – Opens the attached file in a new browser tab for quick viewing
Update – Replaces the current file with a new one. Simply select a new file, and the previous one will be overwritten
Remove – Deletes the attached file from the invoice
This feature helps you maintain an accurate and auditable history of each invoice transaction.