Add Attachments to MS Invoices

You can upload and select to attach files to include with invoices.

You can specify default types of attachments to include when delivering invoices to a customer via the AR Default MS Attachment Types form, accessed by clicking the Default Attachment Types option on the Material Sales tab of the AR Customers form.
  1. Open the MS Invoice Edit form.
  2. Click the Attachments tab.
  3. Click Add Attachment.

    The system opens a file location window.

  4. Highlight the file to upload and click Open.

    The uploaded file appears on the Attachments tab with the Select check box selected for inclusion with invoicing.

  5. If applicable, clear the Select check box for any attachment you do not want included with the invoice.