Attach Appendies

Attach PDF attachment to an invoice

If you have one or more PDF documents you want to attach to your invoice, you can attach them when you have reached he tab Invoice in the invoicing module.

NOTE! Attaching PDF documents to an invoice is only useful when you use the function "Autoinvoice".

Click on the plus to create a new invoice, or the pencil to continue on an already created invoice. Then click on the Appendices button in the invoice view.

Upload the files you want to attach by dragging them to the gray field or by clicking on “Select file” and locating them. The uploaded files are automatically added to the invoice and are listed on the right but also shown in the list on the left. Here you can also see and choose from any files uploaded previously for the same “Project” and/or “Customer”. To add previously uploaded files, with the same “Project” and/or “Customer”, click on the plus. If necessary, you can filter all the uploaded files by checking and unchecking the different options “Project” and “Customer”.

You can preview the attachment by clicking on the PDF icon. If any of the files should not be included on this invoice, you can click on the red cross in the box "Attached appendices" to the right. If you have uploaded a file not attached to any invoice, you can delete it by clicking on the trash icon in the box "Uploaded files". If the icon is inactive, you can deactivate the file instead.

All the adjustments you make are automatically saved; when you are satisfied, you can go back to the invoice (“Contents” button) or to one of the other tabs.

If you want to add the project report as an attachment, you do it instead by checking the checkbox on the project card (if you know that you always/often want to attach the project report with the invoice) or when the invoice is reserved on the “Accounting tab”.

Disable PDF files

You cannot remove a PDF-file from the list on the section "Uploaded files" if the file is attached to an invoice. You have to disable it instead. This applies, for example, to a file that will no longer be used. You do this by marking the checkbox in the "Disabled" column. The file then automatically disappears from the list. If you need to use it again, you can easily reactivate it by selecting "Show inactive". If you have a lot of files, you can also check the other options, "Customer" and "Project", to get a better overview. Then mark the check box in the "Disabled" column. The file will then be available again to attach to the invoice.