Invoice Attachments
The third step in the invoice creation process is Attachments.
This step is optional.
The Invoice Documents page opens:
The following details are pulled in from the Invoice - Header Information page and may not be edited during this step.
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Buyer Invoice No.
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Supplier
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Supplier Invoice #
Click the Vendor Profile 
icon to view detailed information about the supplier.
Add Document
To attach documents to the invoice, click the Upload New Document button.
The Invoice Documents page will refresh to display a new section:
NOTE: Please do not attach files with the following characters in their name: forward slash(/), back slash(\), percentage (%), square brackets ([]), ampersand(&), question mark (?), colons (:), greater than (>), less than (<), quotes ("), pipes (|), asterisk (*), pound (#), power of (^)
Click Browse or Choose File, depending on your browser, to navigate to the local or network location of the document to be attached.
Highlight the file name and click Open.
The name of the selected document will display in the File Name field.
NOTE: The maximum file size allowed for an attachment is 5MB.
Type Your Purpose
Enter a reason for or description of the attachment. The Type your purpose here text box is required.
Upload
When finished, click Upload.
Application returns to the Invoice Attachments step.
The attached file displays as an active hyper link. Select the link to download and view the attachment.
Actions
|
Option |
Icon |
Resulting Action |
| Delete |
|
Select Delete to remove a particular attachment. Be advised, this action is instant. If you select Delete, the attachment will be immediately removed. |
Add More
Repeat the steps for adding uploading a new document for each file to be attached to the Invoice, by selecting the Add More link.
Next
When all attachments have been added to the invoice, click Next to proceed to the optional Invoice Matching step.
Discard Draft
Click Discard Draft if you wish to exit the Credit Memo creation process without continuing.
A confirmation message will display:
Click Yes to proceed with discarding the changes. You will return to the Invoice/Credit/Payment Voucher List page.
Click No to close message and return to creating the Invoice.