FAQs in this section
What are Bills?
Is the Bills module available in the Sales Professional edition?
Is the Bills module available by default?
How can I install the Bills module?
Can I duplicate a bill?
How can I send an email to a vendor from a bill?
How can I create a bill?
How can I create a bill from purchase orders?
How are bills related to purchase orders?
How are bills related to payments?
How can I add a new product or a service to a bill?
How can I add a new section to a bill?
How can I share a bill?
How can I generate a payment from a bill?
How can I export a bill?
How can I print a bill record?
How can I change the template of a bill?
What does One View in bills show?
How can I attach tags to a bill record?
How can I edit two or more bills together?
What is Canceled and Overdue in bills?

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:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Bills module.
  4. Open the bill to which you want to attach your documents.
  5. Click the Do button in the Summary View.
  6. Click Add or Create button.
  7. Select Documents.
  8. 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.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube