How To: Add an Attachment to a Bill To Customer

Overview

User can add attachments to a Bill To Customer to store things like Special Pricing, contact information, special instructions, etc. 


Steps

  1. Click the Lists Icon -> Contacts -> Bill To
  2. Select the Bill To you would like to add the attachment to
  3. Click on the Attachments tab
  4. Click the Upload attachment button
  5. Browse to the file location that you wish to upload
  6. Once the file is selected, click the Open button
  7. Once the file is done uploading, you will see the file in the Attachments section

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