Linking attachment to an invoice

Linking attachment to an invoice

You can attach files (attachments) to invoices. In this article, we explain how to attach a file.

During encoding

When coding an invoice, you can add a file in the invoice header by clicking the 'Select file' button:

Adding an attachment at a later time

You can also always add a file to an invoice at a later time. For example, if the invoice has already been coded and/or processed, you can still attach files to an invoice from a menu opened by clicking on the magnifying glass icon. It doesn't matter which menu item the invoice is in. For example, in the 'Archive' you can click on the magnifying glass icon: Then, at the bottom of the invoice under the heading 'Linked files, click on the plus icon: 


    • Related Articles

    • Export invoices

      Once an invoice has been approved by the assessors, it is ready to be exported in the Export menu section. Within this overview, you can review or edit the invoices one last time before they are processed in the financial system. Exporting invoices ...

    • Encoding an invoice

      In the Coding menu, you'll find all the invoices that can be processed (coded). By clicking on a row or the pencil icon from the overview, you can access the page where you can code the invoice details. Encoding Invoices When you start encoding an ...

    • XML-invoice field layout

      Introduction In another article, Digital invoice processing in combination with XML invoices, we describe the benefits of receiving and processing XML invoices. To read an XML invoice, you need an existing XML invoice field layout, known as mappings. ...

    • Managing access archive invoice processing

      There are several options in Spend Cloud to provide a user with access to the invoice processing archive. In this article, we will delve into these options and how to configure them. At the bottom of this article, you'll also find frequently asked ...

    • Assessing an invoice

      Through Invoice Processing / Assess, you'll find an overview of all invoices that you can assess. You can also access this page from the actions on your dashboard. In addition to assessing invoices on the web version, you can also assess invoices in ...