Sales Standard - How do I add an attachment to the invoice?

Modified on Tue, 13 Jan at 10:47 AM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


In Yuki, when using Sales Standard, you can add one or more documents (attachments) to a sales invoice from your computer or from the Archive in Yuki. 


To add one or more documents to an invoice:

  • open the draft invoice to which you want to add one or more attachments
  • scroll down to Additional details.



You can add one or more attachment(s) to the invoice you want to send to the customer by searching, selecting and then uploading it:

  • from your device by clicking on the Upload button
  • from the archive in Yuki by clicking on the Add from Archive button.


For a detailed description of adding an attachment to an invoice, see article Sales Standard - Add additional details to invoice.


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