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(s) by browsing and selecting, or select documents that are in your inbox
    • If you select the wrong attachment, click the X on the attachment's name to remove it
  6. Click Add attachment
  7. Click Preview and send, or click More actions and Save

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. Select attachments
    • Select local file(s) by browsing and selecting, or select documents that are in your inbox
    • If you select the wrong attachment, click the X on the attachment's name to remove it
  6. Click Add attachment
  7. 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
  7. Select attachments
    • Select local file(s) by browsing and selecting, or select documents that are in your inbox
  8. 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.