Documents can be added to orders and credits for any reason, but most commonly used for:
Copy of the original invoice.
Copy of the original order quote.
Copy of the signed POD, proof of delivery, signed delivery docket.
📌 Notes:
If a document has been uploading incorrectly this can be removed by clicking on the red cross icon.
Documents will be visible to both customer and supplier.
Maximum document size is 10MB.
Locate your Order.
Click the Invoice or Delivery tab.
Click the button Invoice Documents, and enter the following details if required:
Title.
Issue date.
Expiry date.
To locate and attach the file click the button Select File.
Once the file has been found and selected click the button Upload Document.