Attach a document to a bill or receivable

Before you begin

• Accepted files: PDF, Word, Excel, TXT or images, up to 3 MB.

Steps

1. Open the bill or the receivable.
2. Go to the Documents section (on receivables, Private documents).
3. Choose the Document type, such as Invoice, Contract, Receipt or Payment proof.
4. Choose the file.

Done

You see the message "The document was attached successfully." Click Download to get it back, or View spreadsheet for Excel files.