FastTrack360 Version 12 Online Help
Attach Documents to Manual Invoices
- Fiona Sims
Description
When creating a manual invoice, from this release on, you will have the ability to attach documents to the invoice.
As soon as at least one invoice item is added to a manual invoice, an Attachments button is enabled on the screen as highlighted in the example below:
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On clicking the button, the following popup screen is displayed.
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The table below lists and describes the actions that are available on the popup screen.
Action | Description |
 | Displays a dialog box that allows you to browse to the location on your computer or network where the document that is to be attached is saved. |
Closes the popup screen and attaches any attachments that are currently listed in the popup screen to the manual invoice. | |
 | Downloads the document that is selected in the list that is displayed within the popup screen so that the document can be previewed. |
Removes the document that selected in the list that is displayed within the popup screen so that it will not be attached to the manual invoice. |
Benefits
This enhancement allows relevant supporting documentation to be quickly and easily attached to a manual invoice.
Configuration
No configuration is required.
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Related pages
Classification-Public