The native document draft supports one optional PDF, PNG or JPEG attachment up to 25 MB. Use it for relevant supporting evidence, such as a source document that explains the invoice terms. Confirm that the file belongs to the selected company and customer.
Choose the attachment in the draft and use Save and add attachment where shown. Inspect the saved result before assuming the file was retained. A failed upload or interrupted save should be resolved through the same document rather than by creating another invoice.
Private supporting attachments stay in Documents when an invoice email is sent. The email attaches the saved customer invoice PDF for the reviewed revision. Do not assume the optional source attachment will be sent with it.
If the customer needs a separate supporting file, follow an authorized sharing process and verify the intended recipient. Recurring schedules also do not copy attachments to future documents automatically, so review each occurrence's evidence separately. Keep the invoice PDF and its private preparation evidence clearly distinguishable in your records.
Was this article helpful?
Tell us whether this answered the question you came with.