Attaching Images to Tagged items

[QFMathew]

If you’ve tagged it straight to a nominal code (e.g. “Something else not on the list”), then you may certainly be better off tagging it to an invoice. Documents can only be attached to invoices (or estimates).

What you’ve suggested sounds about right, but there are a few ways to create the invoice itself - whichever way you do it comes down to the way you work and the way you find best for your situation.

But generally speaking:

1. Create the invoice
2. Untag the bank entry, and retag it as “Payment to supplier” (for a purchase invoice)
3. Upload / Attach your file(s)

I’ve also included an article below which may help:

Attach files to your invoices

Introduction Occasionally you may need to attach additional files to your invoices and quotations. This can be achieved once an invoice or quotation has been created in QuickFile. You can attach many different file types including images, PDF documents, Excel, and Word files. Once attached the files will appear in your client’s control panel where they can be previewed and downloaded. Attach a new file You can attach a file to an invoice within the invoice preview screen. If you scroll beneath…