Example PDFsīelow are three example PDFs that could be added as invoice attachments to be sent out to customers. Once done, a message will be displayed in the top left corner indicating that the invoice attachment has been deleted successfully. Click "Delete" again to permanently delete the invoice attachment. Clicking "Delete" will result in the Delete Invoice Attachment pop-up window appearing this is to confirm that you indeed want to take this action. To Delete: To delete an existing invoice attachment, find it in the list and click the downwards arrow next to the Edit button - this will cause the Delete option to appear. Doing so will cause a pop-up window to appear that will look similar to when you are first creating an invoice attachment, where you can edit the details however, you can only edit the name of the invoice attachment, and the start and end dates - you are not able to edit the file that is attached. To Edit: To edit an existing invoice attachment, simply find it in the list of invoice attachments and select the "Edit" button that is next to it. This will open up a sidebar window that contains all of the details of that particular invoice attachment, including the ability to download the attachment. ![]() Once you have an invoice attachment created, you can view the details of it by clicking on the file name under the File column within the Invoice Attachments view. ![]() Once created, the invoice attachment will now appear on the list, with the attachment name, file name, and start and end dates, as can be seen below. If the End Date field is not filled out when creating the invoice attachment, the file will be attached to all invoices until it is removed - either by deleting the invoice attachment or editing it to specify an end date.įrom here, you are ready to finish the invoice attachment creation by clicking "Create".
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