Onit Documentation

Adding an Attachment to an Invoice

by Dana Edel Updated on

1. Under the Invoices tab choose Invoices.

2. Select the invoice you need to add backup to by clicking on the blue invoice number.

3. Scroll to the very bottom of the invoice and click Add Attachment.

Note: the following file types are acceptable attachment files, pdf, doc, docx, xls, xlsx, tif, gif, jpg, jpeg, png, bmp, rtf, txt, xml.

4. Browse for your file and add a description as you want/need. Then click Update to save the changes made to the invoice.

5. If you invoice was failed or is a draft, click Send to Client to submit the invoice to the client.

NOTE: Previous invoice validation errors will still be displayed (after saving edits, before clicking send). The system does not reprocess the invoice validation check until you attempt to send the invoice again.

Previous Article Invoice Level Discounts/Adjustments
Next Article VAT Tax Invoices

© 2024 Onit, Inc.

docs.onit.com contains proprietary and confidential information owned by Onit, Inc. that is subject to copyright. Onit presents it exclusively to you for your sole use in conjunction with using Onit products. No portion of the materials contained herein may be used for any other purpose. No portion of the materials contained herein may be shared with third parties or reproduced in any form.