Attach files to Quotes, Invoices, Supplier Invoices or Orders

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.



You can now send these files as an email attachment - Sending files as attachments on Quotes, Invoices, Supplier Invoices or Orders

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