--- title: "Manage Attachments on AP Invoices and Credit Memos" slug: "manage-attachments-on-ap-invoices-and-credit-memos" description: "Manage AP Invoice and Credit Memo attachments: upload, attach Documents to Process files, preview, download, or delete documents up to 100 MB." status: "update" updated: 2026-10-31T00:57:59Z published: 2026-10-31T00:57:59Z canonical: "docs.restaurant365.com/manage-attachments-on-ap-invoices-and-credit-memos" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Attachments on AP Invoices and Credit Memos [AP Invoice](/doc/docs/ap-invoice-overview) and [Credit Memo](/doc/docs/ap-credit-memo-overview) 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 > [!NOTE] > 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. > [!WARNING] > The attachments panel is **read-only** on a **completed** invoice. Learn how to [unnaprove an AP invoice](/doc/docs/approve-an-ap-invoice#unapprove-an-ap-invoice). --- ## 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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****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**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RB5GQH00.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) ****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**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZO7B9YMT.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TPDTX85Y.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) --- ## Attach Files From Documents To Process Follow these steps to attach existing files already in [Documents to Process](/doc/docs/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.** To open the panel with the keyboard, press Ctrl + Shift + V. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8NN3D26O.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) ****2)** Click **Attach existing document** in the Attachments side panel.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MJWK2VXT.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) ****3)** Select a **document** from the list.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VK5IF3GR.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) Learn more about the [Documents to attach panel](/doc/docs/attachments-tab#documents-to-attach-panel). ****4)** Preview the selected file, then click **Attach document**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6SQ56KFC.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) > [!NOTE] > Attach multiple files > > Click the checkboxes to select multiple files, then click the ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WRQAK504.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) **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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6G4ZEL65.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2026-10-13_11-23-39(1).gif?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) --- ## 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. > [!NOTE] > Files that cannot be displayed, such as spreadsheets, archives, and emails, show a short message and a download button in place of a preview. 3. Click and drag the handle to **resize** the panel and make the preview bigger or smaller. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UWYB3Q71.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) ****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**![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E9HUR8Z1.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1MWIIFEP.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UV0FOQMW.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) 1. Click the **trash can icon**![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-91KHP6U1.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D)next to the desired attachment. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JL7JF5AT.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) 1. Click **Delete** to confirm. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RROF7K7X.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D) > [!NOTE] > Delete/Restore attachments added from Documents to Process > > Deleting an attachment that was added from [Documents to Process](/doc/docs/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. > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M9BLBH7N.png?sv=2026-02-06&spr=https&st=2026-11-04T08%3A00%3A16Z&se=2026-11-04T09%3A00%3A16Z&sr=c&sp=r&sig=cQ63M59dU%2BErmaElwNXoskz4uxaASsXMr%2BRZk1yn4FM%3D)