Attaching Files

Attach files on Akaunting for easy referencing and matching your hardcopy documents to digital versions. You can attach files to your Projects, Invoices, Bills, and Transactions.

Attaching Files to Invoices

• Go to Sales on the Navigation Menu.
• Select Invoices from the expanded options.
• Click New Invoice or Edit an existing Invoice on the Invoices page.
• Hover over a listed invoice to reveal the Edit option.
• Click Edit.
• On the Edit Invoice page, scroll to the Advanced section at the bottom.
• Click Advanced
• Click on the Upload window or Drag and Drop a file.
• Then, Save.

You can also attach files when creating a New Invoice.

Attaching Files to Projects

• Go to Projects on the Navigation Menu.
• On the Projects page, Click an existing Project to access the Project dashboard.
• Switch to the Attachments tab
• Click on the Upload window or Drag and Drop a file.
• Then, Save.

You need to Install or Purchase the Projects app.