How can I add documents to a Bill?

Use Vtiger’s Documents module to solve the problems of organizing and sharing your documents! It acts as a repository for all the documents that you have created or those shared with you by your customers or the sales team.

Follow these steps to add a document to a bill:

Click the Main Menu.
Go to the Inventory tab.
Select the Bills module.
Open the bill to which you want to attach your documents.
Click the Do button in the Summary View.
Click Add or Create button.
Select Documents.
Here, you see two options on your screen:
1. Select Documents
  1. If you want to add an existing document, select this option.
  2. Hover over a record in the list of all existing documents to display the radio buttons.
  3. Click the radio button on the left side of the record to select the record.
  4. Click Add Selected button present below of the list.
2. Create Documents
  1. If you want to add a new document, select this option.
  2. Fill all the necessary details.
  3. Click Save.

The linked document will be seen in the Documents widget in the Summary View of the bill.
To know more about Bills, click here.

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