close

PS Cashbook

Attach Document to Invoice

Detailed Description

Relevant documents can be attached to invoices.

Step 1. Select Debtors/Creditors > Invoices and select the invoice you wish to add the document to.

Step 2. Select Documents

Step 3. Select Add and find the file which you wish to attach to the invoice.

Note: When Linking this invoice to a transaction in Cashbook, this transaction will not carry accross however can be uploaded again manually via the same method when adding the transaction.

Was this helpful?

Not helpful ( ) Very helpful