How to Attach Backup Documentation to an Owner Billing
Modified on: Fri, Apr 29 2022 10:25 AMHow to Attach Backup Documentation to an Owner Billing
Document Overview
- Upload and attach an Owner billing PDF file to an invoice
- Beneficial for audits, inquiries, backup, etc.
Sample View Below.
Accounts Receivable
Query
Invoice Query
Enter Company number
Enter the project number in the “Job Code” field
Click Query Data
Locate the correct invoice from the table
Click the desired row of data so the cells turn blue
Click Attachments
Click Choose Files, or drag and drop the file inside the dotted box to upload the PDF document
Click Ok
The file was successfully uploaded when a number appears next to the Attachments icon. This number also symbolizes the quantity of files uploaded to the specific invoice.