Add/Select Attachments for SM Invoice Delivery
You can add and/or select attachments to include in emails when delivering SM invoices to a customer and/or service site.
The following discusses how to add new attachments and how to select existing attachments to include.
- Open the SM Invoices form.
- In the Invoice Status section, select Invoiced.
- In the Delivery Status section, select Delivered.
- Use the Search Criteria to
filter the invoices shown in the grid and click Search.The grid refreshes to show only those invoices that meet the search criteria.
- In the grid, select the Select check box next to the invoice to work with.
The SM Invoice Review form appears.
- Select the Attachments tab and do one of the following:
Option Description Add an Attachment
- Click Add Attachment. The Open window displays.
- Locate and select the file you want to attach.
- Click Open. The uploaded attachment appears on the Attachments tab with with its Select check box selected.
Select an Existing Attachment Select the Select checkbox next to the attachment(s) you want included with the invoice.