Attaching Files to an Invoice

You can attach files to an Invoice that will be included when the Invoice is emailed to a client (from within the Invoices tool).

This is a great feature if you want to include any attachments with an Invoice (like receipts for bill-through items, inventory lists of items delivered/provided, etc.). You can attach a variety of files, including documents, PDFs, spreadsheets and images.

To Attach Files to an Invoice:

  1. Use one of these three ways to access the Invoices tool:
    • Click on the "Invoices" tool button on the Event Dashboard.
    • Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Invoices" tool.
    • Click on "Invoices" in the main navigation bar.
  2. Find the appropriate Invoice and click on it.
  3. On the Invoice Dashboard, find the "Attached Files" area and click on the "Upload" button.
  4. Click on the "Click Here to Select Files" button and follow the instructions to upload one or more files from your computer.
    • NOTE: A file name cannot contain any of these characters: \ / : * ? < > |

Once the files are uploaded, you can download them or delete them from the Invoice Dashboard. When you email an Invoice from the Invoice Dashboard or add a Payment Reminder to be emailed at a later date, the attached files will be attached to the email along with a PDF of the Invoice.

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