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Mitratech Success Center

How do I include expense receipts or other attachments with my invoices?

You can include expense receipts or other attachments with your invoice by accessing the Invoice Documents tab within an invoice's detail page.

  1. Navigate to the Invoice Documents tab by opening an invoice from Finance | Invoice Management, or from within the matter to which the invoice is associated.
  2. Scroll to the bottom of the invoice detail page. The Invoice Documents tab is the second from the left.
    1. Click the  icon to view upload instructions and restrictions.
  3. Select Browse from the Add Document section to upload a file to the invoice.
    When a file type has been selected, an Upload button appears.
  4. Click Upload.
    The entire invoice refreshes to list the new document in the Invoice Documents tab.

From this tab, you also can perform the following tasks:

  • Download—Click the document title to download a document
  • Delete—Click the  icon to delete a document
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