Invoice files, notes, and related records

In the Invoices card, information is organized into separate tabs. The Files tab is for attachments: you can upload a document, add a description, and search for or download selected files as a ZIP archive. An uploaded file is not automatically attached to emails sent to the client; you must select which attachments to send in the sending window.

The Notes tab is for internal related records. A note here is distinct from the Contact note or Terms fields found on the Invoices form; the latter may appear on the document itself, whereas notes in the separate tab are used for workflow purposes.

Tasks helps schedule a call, reminder, or other task related to Invoices. The Task icon in the list row can also initiate the creation of a related Task. Visibility and responsibility for Task are managed via permissions in the Tasks module.

Expenses displays Expenses items linked to Invoice or the same process. The Action History allows you to review views, transmissions, status changes, and other logged events. If you need to determine what happened to a document, check the history along with the Payments and Files tabs.

A Project, Contract, Opportunity, Proforma Invoice, or Object can only be displayed if the corresponding module is enabled and you have the relevant permissions. The Invoices right does not automatically grant access to all related records.

Related articles

• Copying, splitting, and recurring Invoices
• Invoice administration settings