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Attachments and Documents
Adding files and documents to invoices, contacts, and orders. Each invoice can have an attached PDF document, ISDOC XML, and Pohoda XML file.
Screenshots and a more detailed guide are coming soon.
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Step 1 / 2
Uploading an attachment to an invoice
In the invoice detail, go to the 'Files' tab. Here you see all documents attached to the invoice: the main PDF document, ISDOC XML, and Pohoda XML. To upload a new file, drag and drop it into the upload area or click and select a file from your computer.
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Attaching a contract to an order
In the purchase order detail in 'Open Order' status, you can upload a contract document and receipt confirmation. After the order transitions to the next status, the document upload fields are locked and files cannot be changed.