Invoice attachments

You can easily add attachments when creating, editing, or emailing invoices in PayMaker. You can also decide whether or not to share the documents with your customer.


Adding attachments when creating an invoice

  1. Click Invoices in the left navigation menu
  2. Click Create invoice
  3. Enter invoice details
  4. Click Add attachments
  5. Select attachments
    • Select Local File to browse and select documents that are on your computer
    • Select Inbox to browse and select documents in your PayMaker inbox
  6. Click Add attachment
    • If you selected the wrong attachment, click the X on the attachment's name to remove it
  7. Click Preview and send, or click More actions to Save without sending

Adding attachments to a saved invoice

  1. Click Invoices in the left navigation menu
  2. Click the invoice number
  3. Click More actions
  4. Click Edit Invoice
  5. Click Add attachments
  6. Select attachments
    • Select Local File to browse and select documents that are on your computer
    • Select Inbox to browse and select documents in your PayMaker inbox
  7. Click Add attachment
    • If you selected the wrong attachment, click the X on the attachment's name to remove it
  8. Click Save

Adding attachments when emailing an invoice

  1. Click Invoices in the left navigation menu
  2. Click the invoice number
  3. Click More actions
  4. Click Send via Email
  5. Click Attach Document
  6. Select attachments
    • Click Browse to browse and select documents that are on your computer, then click Upload
    • Select From Inbox to browse and select documents in your PayMaker inbox, then click Attach
  7. Click Send

Viewing and sharing attachments

Click Invoices in the left navigation menu

  1. Click the invoice number
  2. Click More actions
  3. Click View Documents

From here you can verify and change whether the document is set to be shared with your customer or not, as well as add additional documents if needed.