Viewing 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. View Files

• You will see the list of uploaded files for that invoice, including:

  • Document Name

  • Description

  • Date Uploaded

  • File Type