{"id":1236,"date":"2023-04-13T18:20:16","date_gmt":"2023-04-13T15:20:16","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/import-export\/attaching-files-on-akaunting\/"},"modified":"2025-09-11T16:25:51","modified_gmt":"2025-09-11T13:25:51","slug":"attaching-files","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/import-export\/attaching-files\/","title":{"rendered":"Attaching Files"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/24152915\/attachment-file-2.mp4\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Attaching Files to Invoices<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Sales<\/strong> on the <strong>Navigation Menu.<\/strong><\/li>\n\n\n\n<li>Select <strong>Invoices<\/strong> from the expanded options.<\/li>\n\n\n\n<li>Click New Invoice or Edit an existing Invoice on the Invoices page.<\/li>\n\n\n\n<li>Hover over a listed invoice to reveal the Edit option.<\/li>\n\n\n\n<li>Click <strong>Edit<\/strong>.<\/li>\n\n\n\n<li>On the <strong>Edit Invoice<\/strong> page, scroll to the Advanced section at the bottom.<\/li>\n\n\n\n<li>Click Advanced<\/li>\n\n\n\n<li>Click on the Upload window or Drag and Drop a file.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can also attach files when creating a <strong>New Invoice<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Attaching Files to Projects<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13182856\/attachments-2.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Projects<\/strong> on the <strong>Navigation Menu.<\/strong><\/li>\n\n\n\n<li>On the Projects page, Click an existing Project to access the Project dashboard.<\/li>\n\n\n\n<li>Switch to the <strong>Attachments<\/strong> tab<\/li>\n\n\n\n<li>Click on the Upload window or Drag and Drop a file.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><em>You need to <code><a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/installing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Install<\/a><\/code> or <code><a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/purchasing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Purchase<\/a><\/code> the <a href=\"https:\/\/akaunting.com\/apps\/projects\" target=\"_blank\" rel=\"noreferrer noopener\">Projects app<\/a>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 You can also attach files when creating a New Invoice. Attaching Files to Projects You need to Install or Purchase the Projects app.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":13,"menu_order":12,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1236","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1236","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1236"}],"version-history":[{"count":4,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1236\/revisions"}],"predecessor-version":[{"id":1613,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1236\/revisions\/1613"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/13"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1236"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}