Manage Attachments on AP Invoices and Credit Memos

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  • Updated on Oct 15, 2026
  • 3 minute(s) read
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AP Invoice and Credit Memo attachments are managed from the Attachments side panel on the record.

The Attachments button at the top of the General information section shows the current number of attachments, such as Attachments (0). Select it to open the resizable Attachments panel on the right side of the form.

From here, users can:

  • Attach existing files already in Documents to Process

  • Click to upload or drag and drop new files

  • Preview, download, and delete attached documents

Supported file types are BMP, CSV, DOC, DOCX, EML, GIF, JPE, JPEG, JPG, MSG, PDF, PNG, SVG, XLS, XLSX, and ZIP. The maximum file size is 100 MB.

Security

Users must have one of the following permission(s) to edit an AP invoice or credit memo:

Accounting:

  • Accounts Payable → AP Invoices → Edit AP Invoices

  • Accounts Payable → AP Credit Memos → Edit AP Credit Memos

Inventory:

  • Food → AP Invoices → Edit AP Invoices

  • Food → AP Credit Memo → Edit AP Credit Memos

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation Steps - Inventory

  1. Open the Inventory app.

  2. Select Invoices.

  3. To open a new record, click Create and select the desired record type.
    OR
    To open an existing record, click the desired record from the grid.  

Navigation Steps - Accounting AP Transactions

  1. Open the Accounting app.

  2. Expand Accounts payable.

  3. Select AP Transactions (New).

  4. To open a new record, click Create and select the desired record type.
    OR
    To open an existing record, click the desired record from the grid.

Navigation Steps - Accounting All Transactions

  1. Open the Accounting app.

  2. Expand Transactions.

  3. Select All Transactions.

  4. To open an existing record, click the desired record from the grid.

    Records cannot be created directly from this page. However, they can be created using the Create button at the top of the screen.

Attach Files From Documents To Process

Follow these steps to attach existing files already in Documents to Process:

Click steps to expand for additional information and images.

1) Click the Attachments button at the top of the General Information section.

2) Click Attach existing document in the Attachments side panel.

3) Select a document from the list.

Learn more about the Documents to attach panel.

4) Preview the selected file, then click Attach document

Attach multiple files

Click the checkboxes to select multiple files, then click the attach icon in the action bar. Files are attached immediately with no View Attachment preview.

Attach Local Files

Files not in Documents to process can be attached by Click to upload or Drag and drop:

Click steps to expand for additional information and images.

Click to upload

  1. Click the Attachments button at the top of the General Information section.

  2. Select Click to upload in the Attachments side panel.

  3. The computer file explorer opens. Find and select the files to be uploaded.

  4. Click Open to upload the files as attachments.

Drag and drop

Files can be dragged and dropped anywhere on the form. The file(s) will upload, and the attachment(s) will appear in the Attachments side panel.

Manage Attachments

Files attached to an AP Invoice or Credit Memo can be previewed, downloaded, and deleted from the Attachments side panel:

Click steps to expand for additional information and images.

Preview attachments

  1. Click the Attachments button at the top of the General Information section.

  2. Select an attachment from the drop down menu.

  3. Click and drag the handle to resize the panel and make the preview bigger or smaller.

Download attachments

  1. Click the Attachments button at the top of the General Information section.

  2. Select an attachment from the drop down menu.

  3. Click the download icon.

Delete attachments

  1. Click the Attachments button at the top of the General Information section.

  2. Select Manage attachments at the top-right of the Attachments side panel.

  1. Click the trash can iconnext to the desired attachment.

  1. Click Delete to confirm.

Delete/Restore attachments added from Documents to Process

Deleting an attachment that was added from Documents to Process prompts a confirmation. Select whether to:

  • Restore the file to Documents to Process. The file will be removed from the record but remain available in Documents to Process.

  • Delete the attachment entirely. It will be removed from the record and no longer appear in Documents to Process.