Documents on an invoice

Go to: the invoice → Documents.

Add a purchase order, contract, delivery docket, signed job sheet or photo: up to 20, 10 MB each. They're private to people with invoicing access, unless you turn on Include with the share link for a file; the client can then download it from the share page. Payment proof is never shared. Adding, removing, sharing and opening a file are in the Audit log.

← Change, void or credit an issued invoice Invoice all clients at once →

New to Vaultime?

No card needed. Then US$5 a month for up to 5 people, and US$1 for each person after that.