If you have documents related to customer invoice or credit transactions, you can add them as attachments for quick reference.  

You can also add attachments to these transactions in the customer activity window.

TIP: You need access to Batch Customer Invoice and Credit options and Customer Activity to be able to attach documents. See our Set up access rights, logon names and passwords for additional users article for more information. 

What can I attach?

You can attach any of the following file types:

 NOTE: Attachments can be up to 5mb in size.

To add an attachment as you post the transaction

1. Go to Customers, then click Batch invoice or Batch credit as required.
2. Enter your batch invoice or credit as normal, but in the Attachment column, click the '+' icon.

3. Depending upon your access rights, drag and drop your attachments into the Add New Attachment window, or click Browse to browse your attachment in.
   
   
   
   
4. Once you've finished adding attachments, click OK, then click Save.

TIP: Attachments create as copies of the original documents and save in the Transaction Attachments folder for the relevant company.

To view an attachment

In Customer Activity

1. Go to Customers, select the required customer, then click Activity.
2. To view an attachment, click the paperclip icon 📎 on the relevant transaction line.

In the Audit Trail report

1. Click Transactions, then click Reports.
2. Select Audit trail and then click the Audit Trail (Detailed, Landscape) report.
3. Click Preview and then enter the relevant Criteria Values.
4. Click the link for the relevant transaction to view the associated attachment.

 NOTE: You cannot view attachments in your Company Archives.

To add further attachments to a transaction

1. Go to Customers, select the required customer, then click Activity.
2. Locate the transaction you want to add the attachment to, then click the '+' icon.
3. Drag and drop your attachments into the Add New Attachment window, or to browse to your attachments, click Browse.
4. Once you've finished adding attachments, click OK, then click Close.

TIP: If the '+' icon is missing, for example, if the transaction is linked via AutoEntry, instead you can add attachments to the customer record via the Memos tab.

To back up your attachments

Back up your transaction attachments when you back up your data. 

• Add attachments to supplier invoice or credit transactions
• Delete attachments from customer or supplier invoice and credit transactions