Documents

Service Billing > Documents

The Documents page stores files associated with customers and vendors. For example, you can upload scanned copies of purchase receipts, contract information, and configuration notes specific to a service billing.

Unassociated documents can serve as standard files for the Service Billing module in general. Click the download link to display the file in a new browser window or tab.

• Documents associated with a customer display in the Customers > Customer Info > Documents tab for that customer.
• Documents associated with a vendor display in the Vendor > Vendor Info > Documents tab for that vendor.

Actions

• Add - Adds a new document.
• Edit - Edits a selected document.
• Delete - Deletes a selected document.

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