How To: Delete an Attachment on a Bill To

Overview

If you wish to remove an attachment from a Bill To, please follow the instructions below


Steps

  1. Click the Lists Icon -> Contacts -> Bill To
  2. Select the Bill To you would like to remove the attachment from
  3. Click on the Attachments tab
  4. Find the attachment you wish to remove and click the "Delete" button
  5. Click the "OK" button on the confirmation dialog box to confirm you want to delete the file from the Bill To record
  6. After the file has been removed the Attachments grid will refresh showing the attachment has been removed

Still need help? Contact Us Contact Us