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 Accounts Receivable menu group, go to Customer Invoicing > Invoice Editing.
2. Use the search filter and/or Search field at the top of the workspace to select a customer.
3. From the Other Actions dropdown list, select Attach Document.
4. In the Attach Document dialog box that displays, click Select files to open your file explorer.
5. Select the file/s that you want to upload.
6. Click Open or press ENTER.
   Maconomy 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 box.
7. Click Ok.
   Maconomy saves your changes, and lists the new attachment in the Documents table.

   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 table. Click Save or press ENTER to save the information.