Follow this step-by-step guide to easily attach files to your invoices.
Method 1: Adding Attachments While Creating an Invoice
Creating a New Invoice:
- Option 1: Click on "Create" at the top or on the sidebar.
- Option 2: Go to the "Invoices" page and click on "Add Invoice."
Invoice Details:
- Fill in all the necessary invoice details, such as client information, due date, and line items for the invoice.
Adding Attachments:
- Scroll to the bottom of the invoice page. You will find an "Attachments" section.
Supported File Formats:
- InvoiceQuick supports various file formats for attachments, including .pdf, .jpg, .png, .svg, .rar, and .zip.
Maximum Files and File Size:
- You can attach up to 12 files per invoice.
- Each file should not exceed 2MB in size.
Attach Files:
- Click on the "Attach Files" button in the "Attachments" section.
Select Files:
- A file dialog box will open. Navigate to the location on your computer where the files you want to attach are stored.
Upload:
- Once you've selected the files, click "Open" or the equivalent option in the dialog box to start uploading the attachments.
Confirm Attachments:
- You should now see the attached files listed in the "Attachments" section of your invoice. The files are ready to be sent with the invoice.
Complete Invoice:
- Finish filling out any remaining invoice details.
Save or Send:
- After attaching the files, you can save the invoice as a draft or send it to your client.
Method 2: Adding Attachments to an Existing Invoice
- Access the Invoices Page:
- From the dashboard or sidebar, click on "Invoices" to access your list of invoices.
Select the Invoice:
- Locate the invoice to which you want to add attachments and click on it to open it for editing.
Attachments Section:
- Scroll to the bottom of the invoice page to find the "Attachments" section.
Choose Files to Attach:
- Select the files you want to attach by clicking on them. You can select multiple files at once, depending on your platform.
Upload:
- Once you've selected the files, click "Open" or the equivalent option in the dialog box to start uploading the attachments.
Save or Send:
- After attaching the files, you can save the changes or send the updated invoice to your client.