How to add a Scanned Document to a Purchase Invoice

Open an Invoice

1: Click Invoices from the Side Menu.

2: Select Purchase Invoice from the drop down list – a list of invoice will be displayed.

3: Double click an invoice to open it. – Note: The invoice must have at least 1 item on it and that Item must have a value greater than 0 (zero).

Link the Scanned Document

1: Click Link Scanned Invoice – the Microsoft Windows Navigation window will open.

Navigate to the required document

1: Navigate to the required document. Click the required Scanned Invoice.

2: Click Open – the Microsoft window will close.

View the Attachment

The attachment can be viewed in 2 ways

Directly from the Invoice window

1: Click Display Invoice – the attachment will open.

or from the History

1: Click the History tab.

2: Double click the Scanned Invoice – the attachment will open.