Invoice Attachments (External and Internal)

Q1. How can I upload attachments to an invoice?

• You can add attachments when creating an invoice. There are two types:

  • External attachments: Included in the invoice email sent to your customers.

  • Internal attachments: Visible only to users within your organization.

• Alternatively, you can add attachments to an existing invoice.

  • You can see a preview of the attachment by clicking on the attachment after uploading.

Q2. Can I view the uploaded attachments to an invoice?

• Yes, you can see a preview of the attachment by clicking on the attachment after uploading.

Q3. Will my customers be able to see these attachments when I send them the invoice via email?

• Customers can only see external attachments when the invoice email is sent to them. Internal attachments are visible only to users in your organization who have access to the invoice.

Q4. How can I preview an XLSX, ZIP, EML or RAR file attached to an invoice?

• You will not be able to view the XLSX, ZIP, or RAR attachments within the Juan app like you can view an image, instead, the file will be downloaded for you to access it.