Use these steps to attach documents to a draft invoice.
To attach documents to a draft invoice:
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Under the Jobs menu section, go to
.
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Select a draft invoice from the filter list.
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From the
Other Actions drop-down list, select
Attach Document.
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In the dialog that opens, click
Select files to open your file explorer.
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Select the file/s that you want to upload.
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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.
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Click
Ok.
Maconomy saves your changes, and lists the new attachment/s 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.