Attach a file to an invoice

Navigate to the 'File Storage' window from the left navigation bar. Select the Contact, then the matter, and select the ellipsis menu. 

* The invoice must already exist in the system before an attachment can be added

The 'Contact' and 'Matter' will be auto-populated.

Select the appropriate invoice:

Click 'Attach file' button

Or:

When viewing the invoice, click on the 'Edit' pencil

Scroll to the bottom and Drag & Drop the desired file to attach to the invoice