Attach files to an invoice
Put the vendor's invoice, a receipt or an 8130-3 on the bill, and choose which ones the person billed can see. On a shop bill, add the job's files in one click.
For admins and owners
Open the invoice from WebBilling and click Attach under Files. Each file is kept internal until you choose Show to the owner (or Show to the member) from its menu. On a bill for a work order, Add from the job copies the job's photos and papers onto it.
Attach a file#
Open the invoice on Billing
Click the row, or open it from a report.
Click Attach under Files
Choose up to five photos or PDFs at a time: the vendor's invoice for an outside service, the receipt for a part, the 8130-3 that came with it. An invoice holds up to 30 files.
Choose who sees each one
A new file is kept internal. Open its menu and click Show to the owner (on a shop bill) or Show to the member (on anyone else's) to put it on their copy of the invoice. Keep to the shop or Keep it internal takes it back off. Remove stops it showing.
Add the job's files to its bill#
On an invoice raised from a work order, Add from the job copies every file on the job that is not already on the invoice. Each keeps its name and who it is shown to, so a photo the owner could already see on the job is shown on the bill too. Pressing it again adds only what is new.
The copy and the job's file are the same stored file. Removing it from the invoice does not touch the job.
What the person billed sees#
The person billed sees only the files you showed them, listed on their invoice under WebInvoices and on the invoice in the app, with nothing about who attached them. Files you kept internal never reach them.
Related#
Record a cash or check payment, and how it came in.
Photos and papers on the job, and raising its invoice.
Still stuck on this?
Email support@aerscheduler.com and tell us what you were trying to do. We answer.