Key Concepts > Invoicing Options > Invoice Button Definitions > Pre-Defined Buttons

IRT	Documents - to add or review documents attached to invoice (see Pre-Defined )

With the Xpansion Pack feature you can attach a variety of documents to a customer invoice.

Choosing this button will...

1) Open a listing of existing documents.

SampleDocuments1List

2) Allows you to add a document by selecting ADD button and then choose the Type of Document

•	Image Editor - amends a picture or graphic

•	Scan Manager - interfaces with your flatbed scanner to capture a document

•	Attach File - selects a saved file on the computer drive

•	Voice Record - uses the computer microphone and speakers to record a message

SampleDocuments2Types

3) And after finding or creating the document, enter summary notes and expiration date if desired.

Choose Save [F10] to attach the document to the invoice.

SampleDocuments3Notes

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