In this article we take you through the easy steps in attaching a file to a billable. In this example, we are attaching a file to a Quote but the same steps apply for attaching a file to an Invoice, Supplier Invoice and an Order.
Step 1: In Quotes list select Quote you wish to add file
Step 2: Select Files
Step 3: Select Add
Step 4: Click to select a file from your documents on computer to upload
Once you have uploaded your file you should get this message, as shown below.
There is now a paperclip icon in the grids indicating file is now attached to the quote.