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
To attach a file to the invoice record, simply:
- Go to 'Invoices'
- Click on the invoice
- Click 'Files'
- Select 'Upload a 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
And that's it!