Uploading Files in Invoices

1. Navigate to the Invoices Section

• Go to the Billing section in the left pane and click on Invoices.

2. Click on the Open Invoices Tab

• At the top of the page, click the Open Invoices tab to view the list of Open Invoices.

3. Open the Invoice Details

• Click anywhere on the invoice line to open its details.

4. Go to the Files Tab

• Once inside the invoice details, select the Files tab.

5. Click the Upload Document Button

• Click the Upload Document button in the top right corner of the Files section.

6. Fill in the Document Details

• In the modal that appears, enter the Document Name and an optional Document Description.

7. Upload the Document

• Either click on the Click to upload area or drag and drop your file (PDF, PNG, JPG, or CSV, with a maximum size of 800×400px) into the box.

• To upload multiple files, repeat this process by dragging and dropping more documents.

8. Click Add

• Click the Add button to upload the document.