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 workspace > Invoice Editing tab.
2. Select a customer from the filter list.
3. From the Other Actions drop-down list, select Attach Document.
4. In the dialog that opens, click Select files to open your file explorer.
5. Select the file/s that you want to upload.
6. Click Open, or press ENTER. iAccess lists the file/s you selected in the dialog. You can opt to delete some of the files before performing the upload.
   Note: Instead of performing steps 4-6, you can opt to select the file/s from your file browser window, then drag and drop them into the Attach Document dialog.
7. Click Ok. iAccess saves your changes, and lists the new attachment in the Documents sub-tab.
   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.