Sometimes you need to add supporting documentation to bills after you've already created them. Whether you received the invoice after setting up the bill or want to add backup documentation for record-keeping purposes, CashFlow Central makes it easy to attach invoices to existing bills. You can add an invoice to a bill you have already created by following the steps below.
To learn how to create a new bill by uploading an invoice, please see the following guide.
Attaching an invoice to an existing bill
1- At the top of the page, select Pay.
2- Select the Bills tab.
3- In the Bills tab, find the bill you would like to attach the invoice to.
4- Select the 3 dots on the right side of the bill you would like to add the invoice to.
5- In the options menu, select Edit bill.
6- In the Bill details screen, select Select or drop an invoice file to attach the invoice.
CashFlow Central accepts PDF, JPEG, JPG, and PNG files up to 10MB. Upload one invoice per file. The system will scan your invoice and autofill payment details, but always review for accuracy.
7- The invoice will be uploaded and then scanned for information to add to the payment.
8- Once attached to the payment, the invoice will appear on the left side of the Bill details page:
- You can replace the invoice with another by selecting Replace
- You can delete the attached invoice by selecting Delete
9- Review the automatically scanned details from the invoice that were added to the payment. Make any edits where needed.
10- Select Save and close to save the bill with the invoice attached.
11- To continue with the payment process, select Continue to pay.
That's it! You've successfully attached an invoice to an existing bill.