How to add attachments to invoices

Here's a step-by-step guide on how to add attachments to invoices in InvoiceQuick using both methods:

Method 1: Adding Attachments While Creating an Invoice

Creating a New Invoice:

Option 1: Click on "Create" at the top or on the sidebar.
Option 2: Go to the "Invoices" page and click on "Add Invoice."

Invoice Details:

Fill in all the necessary invoice details, such as client information, due date, and line items for the invoice.

Adding Attachments:

Scroll to the bottom of the invoice page. You will find an "Attachments" section.

Supported File Formats:

InvoiceQuick supports various file formats for attachments, including .pdf, .jpg, .png, .svg, .rar, and .zip.

Maximum Files and File Size:

You can attach up to 12 files per invoice.
Each file should not exceed 2MB in size.

Attach Files:

Click on the "Attach Files" button in the "Attachments" section.

Select Files:

A file dialog box will open. Navigate to the location on your computer where the files you want to attach are stored.

Choose Files to Attach:

Select the files you want to attach by clicking on them. You can select multiple files at once, depending on your platform.

Upload:

Once you've selected the files, click "Open" or the equivalent option in the dialog box to start uploading the attachments.

Confirm Attachments:

You should now see the attached files listed in the "Attachments" section of your invoice. The files are ready to be sent with the invoice.

Complete Invoice:

Finish filling out any remaining invoice details.

Save or Send:

After attaching the files, you can save the invoice as a draft or send it to your client.

Method 2: Adding Attachments to an Existing Invoice

Access the Invoices Page:

From the dashboard or sidebar, click on "Invoices" to access your list of invoices.

Select the Invoice:

Locate the invoice to which you want to add attachments and click on it to open it for editing.

Attachments Section:

Scroll to the bottom of the invoice page to find the "Attachments" section.