Sample Documents

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.

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

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.