Attach files to an invoice

Add a supporting document — a signed order form, a delivery note, anything relevant — directly to an invoice record.

Before you start

• You need access to the invoice record.
• Attachments added here are files on the invoice itself. They are separate from any receipt a customer uploads during an offline payment.

Steps

1. Open the invoice.
2. Go to its attachments section.
3. Upload the file.

What you should see

The file listed against the invoice, with its name, size and file type.

If it does not work

Symptom	Likely cause	What to do
The upload does not appear after you close the invoice	You uploaded it but navigated away before it finished saving	Re-open the invoice and check whether it is there; if not, upload it again
You cannot delete a file you added by mistake	You need delete access on the invoice's attachments, not just the invoice itself	Ask your admin to check your permissions