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
- Click the Lists Icon -> Contacts -> Bill To
Select the Bill To you would like to add the attachment to- Click on the Attachments tab
Click the Upload attachment button
Browse to the file location that you wish to upload- Once the file is selected, click the Open button

- Once the file is done uploading, you will see the file in the Attachments section
Select the Bill To you would like to add the attachment to
Click the Upload attachment button
Browse to the file location that you wish to upload
