Attach Documents to a Draft Invoice

Use these steps to attach documents to a draft invoice.

To attach documents to a draft invoice:

1. Under the Customers menu section, go to Customer Invoicing » Invoice Editing.
2. Select a customer from the filter list.
3. From the Other Actions drop-down list, select Attach Document.
4. In the file explorer window that opens, select the file.
5. Click Open, or press ENTER.
6. Click OK. iAccess automatically saves your changes, and lists the new attachment in the Documents sub-tab of this workspace.
   Note: If you want to enter additional remarks for a specific document, you can fill out the Remark field for that document in the Documents sub-tab. Click Save, or press ENTER to save the information.