Invoice - Files

Invoice – Files

What it is about

The Files tab is the invoice’s own file repository, where you can save documents related to the invoice, such as attachments, contracts, or other relevant files. All files attached to the invoice are easily accessible to everyone managing the customer account.

Getting started

1. Go to Invoices from the menu on the left-hand side.
2. Click the number of the invoice you want from the list.
3. Click the Files tab at the top of the invoice.

What you can do on this page

Browse files

Files are displayed either in list view or grid view. You can switch the view using the buttons in the top right corner. In list view, the file name, size, and last update time are shown. In grid view, files appear as icon cards.

File-specific actions

Each file has its own quick actions:

• Download — download the file to your computer
• Edit — rename the file
• Delete — remove the file

Add files

The Add files button in the top right corner opens a file selector through which you can upload files under the invoice.

Create a new folder

The + New folder button allows you to create folders for organising files.

Edit column visibility

From the hamburger menu in the top left corner of the table, you can select which columns are shown in the list view. Available columns include: ID, name, size, type, owner, read-only, created, and updated.

Tips and notes

• Attachments should be added here before sending the invoice if you want to provide the customer with, for example, breakdowns or contracts along with the invoice.
• Files are visible to the whole team — all people handling the invoice have access to the same files.
• Grid view is handy when you want to visually browse files. List view, on the other hand, shows more information at once, such as file sizes and update times.