Additional Help with Quotes, Invoices, Bills and Orders
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      3. Additional Help with Quotes, Invoices, Bills and Orders

      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 or drag and drop files

      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 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