Add attachments

Add files to sales and purchase transactions in Sage Accounting to keep supporting documents in one place. This helps you store evidence and share attachments with customers when needed.

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

Add, manage, or remove attachments

1. Open the transaction where you want to manage attachments.
2. Select the Attachment icon.
3. Select Upload files, choose your file, then select Open.

You can also drag and drop files into the transaction.

Control which attachments customers can see

After you add attachments to a sales document:

1. Select the Attachment icon on the transaction.
2. Use the toggle to choose which attachments are visible to the customer.
3. Select Email to send the document.

The customer selects View invoice in the email to see the attachments.