Invoice attachments

You can add attachments when creating, editing, or emailing invoices in Key CashFlow. You can also decide whether or not to share the documents with your customer. Size limit of attachments is 17MB.


Adding attachments when creating an invoice

  1. Select Invoices in the navigation menu
  2. Select Create invoice
  3. Enter invoice details
  4. Select Add attachments
  5. Select attachments
    • Select Local File to browse and select documents that are on your computer
    • Select Inbox to browse and select documents in your Key CashFlow inbox
  6. Select Add attachment
    • If you selected the wrong attachment, select the X on the attachment's name to remove it
  7. Select Preview and send, or select More actions to Save without sending

Adding attachments to a saved invoice

  1. Select Invoices in the navigation menu
  2. Select the invoice number
  3. Select More actions
  4. Select Edit Invoice
  5. Select Add attachments
  6. Select attachments
    • Select Local File to browse and select documents that are on your computer
    • Select Inbox to browse and select documents in your Key CashFlow inbox
  7. Select Add attachment
    • If you selected the wrong attachment, select the X on the attachment's name to remove it
  8. Select Save

Adding attachments when emailing an invoice

  1. Select Invoices in the navigation menu
  2. Select the invoice number
  3. Select More actions
  4. Select Send via Email
  5. Select Attach Document
  6. Select attachments
    • Select Browse to browse and select documents that are on your computer, then select Upload
    • Select From Inbox to browse and select documents in your Key CashFlow inbox, then select Attach
  7. Select Send

Viewing and sharing attachments

  1. Select Invoices in the navigation menu
  2. Select the invoice number
  3. Select More actions
  4. Select View Documents

To share the document with your customer, so they see it in their portal account, select change next to No under Share with Customer.