Invoice Management
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      3. Invoice Management

      How can I attach a file to a customer or invoice?

      Do you need to attach a screenshot of a whatsapp conversation or upload a new invoice to a specific customer record? We'll show you how!

       

      There are two things you need to know first—invoice and file uploads are two types of docs.

      • Invoice PDF: This document is visible to the customer
      • any other file: These files are private and only visible to people on your team

      To attach a file to the customer record, simply:

      • Select the customer
      • Go to files
      • Click 'Upload File'
      • Select relevant file
      Screenshot_2021-03-25_at_23.27.45

      To attach a file to the invoice record, simply:

      • Go to 'Invoices'
      • Click on the invoice
      click_invoice

      • Click 'Files'
      Screenshot_2021-04-06_at_14.55.05
       
      • Select 'Upload a File' 
      Invoice_File
       
      • Select Invoice or File from the dropdown menu

      An invoice will be visible to the customer, while the file will be for internal use only

       
      Screenshot_2021-04-06_at_14.57.31
       

      In case you receive an ad-hoc message from your customer that includes an attachment via WhatsApp for Business, you can also open it via the timeline. 

       

      And that's it!