Content Comparison

1. Click Invoices on the top navigation bar. 
   The Invoice List page appears. 
2. In the Filter By section, switch the With Provider’s Invoice Attached toggle to Yes to view invoices with attached digital copies. 
   
   
   

The invoices with digital copies will have the Has Invoice Copyflag. 

1. Click the Attachments tab to add a document to the invoice. 
2. Click Upload File and select the digital copy of the original provider’s invoice from your computer. 
   
   
   
   
3. In the Upload Attachment window, provide the document description if necessary.   
4. Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy. 
   
   
   
   
5. Click Upload. 
   The attachment will have the Provider’s Invoiceflag.
   
   
   
   

6. (Optional) Add other attachments if necessary.
   
   

   Info
   You can mark other attachments as digital copies as well.

   
   

7. Send the invoice.
   
   

   Info
   If the invoice of the provider that has been selected to send a digital copy does not have this document attached, you will see a flag prompting you to attach the digital copy. Your provider will see the same reminder should they send the invoice without the digital copy.

   
   

To attach and mark documents as digital copies, please ensure the work order is completed and has the corresponding invoice. 

1. On the Work Order Details page, click View Details. 
   
   
   
   
2. In the Attachments&Notes section, click +Add Attachment. 
   
   
   
   
3. Select the file and the description if needed. 
4. Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy. 
   
   
   
   
5. Click Upload. 
   The attachment will have the Provider’s Invoiceflag. 
   
   
   
   
6. (Optional) Add other attachments if necessary. 

1. On the Invoices List page, click the desired invoice to open its details. 
   
   
   
   
2. In the Attachments tab, click Upload Fileand select the digital copy of the original provider’s invoice from your computer. 
   
   
   
   
3. In the Upload Attachment window, provide the document description if necessary.   
4. Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy. 
   
   
   
   
5. Click Upload.  
   The attachment will have the Provider’s Invoiceflag. 
   
   
   
   

6. (Optional) Add other attachments if necessary.
   

   Info
   You can mark other attachments as digital copies as well.

   
   Now, on the Invoices List page, you will see the Has Invoice Copyflagon the invoice indicating the attached digital copy.  
   
   
   

1. While filling out the invoice form, click the Attachments tab. 
2. Select the checkbox next to the desired attachment.
   You can edit or delete an attachment:
   1. Click Edit Attachment to change the attachment description or unmark the attachment as a digital copy.  
      
      
      
      
   2. Click Delete Attachment.  
      If the attachment is marked as a digital invoice copy, you need to confirm your action. 
      
      
      

1. On the Invoice Details page, click the Attachments tab.  
2. Select the checkbox next to the desired attachment. 
   You can edit or delete an attachment: 
   1. Click Edit Attachment to change the attachment description or unmark the attachment as a digital copy.  
      
      
      
      
   2. Click Delete Attachment.  
      If the attachment is marked as a digital invoice copy, you need to confirm your action.  
      
      
      
    

1. On the Work Order Details page, click the Attachments&Notes tab. 
2. Select the invoice to take action on.
   You can edit or delete existing attachments: 
   1. Click the Pencil icon to change the attachment description or unmark the attachment as a digital copy. 
      
      
      
      

   2. Click the Bin icon to delete the attachment.  
      If the attachment is marked as a digital invoice copy, you need to confirm your action.
      
      

      Note
      Note that if there is only one attachment marked as the digital invoice copy, you cannot delete or unmark it. Add one more attachment and mark it as the invoice copy to be able to edit or delete that attachment.