Attaching an Invoice

Attaching an invoice from the homepage

  • Identify the tie out. Click on the icon to upload the invoice

  • Click Select files… to attach the invoice. Click save.

Attaching an invoice on the tie out page

  • In the Invoice tab under Invoice Items section of the tie out page, click on the blue Add Invoice button

  • An Add Invoice pop-up window will appear
  • Add an invoice by pressing the blue Add Invoice button
  • Choose which invoice corresponds to by clicking the drop-down Invoice Number
  • Enter in a Note corresponding to the invoice in the Note field and click Save
    (Add in numbers to the tie out box)

  • Private invoices/notes can only be viewed by other authorized users within the organization
  • Public invoices/notes are shared to counterparty contacts as well as within the organization
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