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