Documents

Service Billing Operations > 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

• New - Adds a new document.
• Edit - Edits a selected document.
• Delete - Deletes a selected document.
• Refresh - Refreshes the page.