Attach Files to An Invoice

You can attach up to five files to an invoice, such as a customer quote, proof of delivery, proof of receipt, etc.

Note: Invoice attachments are typically for the benefit of a sender and visible only to OpenText customers.

To attach a file to an invoice

1	Search for the invoice. See “Search for Invoices Using Active Invoices” on page 135.

The Invoice List displays the search results.

2	Open the invoice.

The Invoice Information page displays.

3	Click Upload Attachments.

The Browse button is enabled.

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4	Click Browse, and navigate to the file you want to upload.

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5	Click Open.

The attachment is now attached to the invoice and accessible from the Invoice Information page.

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6	To open the attachment, click Download in the Attachments section.

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7	Specifiy whether you want to open or save the file, and click OK.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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