How to Remove Attachments from Invoices

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Problem

When printing invoices, there are attachments to the invoice. You want to delete these attachments or change what is attached.

Solution

  1. Go to Settings > Operations > Business Units.

  2. Click Edit on the relevant business unit.

  3. On the Edit Business Unit screen, click Remove on the Authorization Agreement field to remove the old attachment.

  4. If you want to upload a new attachment, click Upload.

  5. Select the file you want to attach to your invoices.

  6. When finished, click Save.

  7. Repeat steps 2-5 for all relevant business units.

Note: Changes made to existing attachments will not be retroactive and will only apply to new invoices/jobs created.