How do I attach a file to my service invoice?
First, locate and enter into the service dispatch that you would like to upload the file to, from the dispatch board. Once you have entered into the service ticket, upload the file within Attached Files/Photos (Needs to be PDF). This can be found below Original Punch In / Punch Out Times.
Next, open up the red "Client Invoice" arrow, and select "Include Attached Files (PDF Only)" within client invoice:
Next, click on the "Send Client Invoice" button.
Make sure to select the file that you would like to attach to the invoice. Refresh the invoice if necessary.
You have now successfully added a file to a service invoice!