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Add invoices to a transaction

You may want to attach an invoice to a particular transaction:


1) Head to your Transactions page

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2) Scroll to the relevant transaction and click anywhere in the white space on that row. This will open up the transaction metadata


3) Scroll down the pop-up until you see the 2 Invoice options:

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a) Within Add Invoice you can upload an invoice number and a file if you wish. If you have multiple invoices, merge them all into 1 PDF and upload it via 1 file

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b) Within Link with an existing file, you can re-use a file you’ve previously uploaded

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