Attachments help you store supporting documents against transactions, for example, receipts, brochures, or product images. You can upload common image and document file types and manage who can see them.
You can use the following file types:
PDF
GIF
JPG
JPEG
PNG
Attachments must meet these limits:
Maximum file size of 2.5 MB
Up to 10 attachments per transaction
You can add attachments to:
Sales invoices
Purchase invoices
Recurring invoices
Quotes and estimates
Sales and purchase credit notes
Cause
Resolution
Add, manage, or remove attachments
Open the transaction where you want to manage attachments.
Select the Attachment icon.
Select Upload files, choose your file, then select Open.
You can also drag and drop files into the transaction.
TIP:
To remove an attachment, select the Trash can icon next to the file, then select Delete.
Control which attachments customers can see
After you add attachments to a sales document:
Select the Attachment icon on the transaction.
Use the toggle to choose which attachments are visible to the customer.
Select Email to send the document.
The customer selects View invoice in the email to see the attachments.
NOTE:
Recurring invoices only support attachments for internal use. You can’t email these attachments to customers.