Help › Invoicing
Attach a source document to an invoice
If you raised an invoice outside TALISK_HQ (in QuickBooks, Xero, or on paper) you can keep its original document with the matching TALISK_HQ invoice.
- Go to Invoicing › Invoices and open the invoice.
- In the header, click Attach source and pick the file (a PDF, or a photo of a paper invoice).
- Once attached, the button becomes View source (opens the stored document) and Remove (deletes the stored file).
To replace a document, click Attach source again and pick a new file; the previous one is replaced. The file is stored encrypted; attaching, viewing, or removing it never changes the invoice, your ledger, or your sales tax.
Good to know: Attaching a source document only stores the file with the invoice. It does
not read it, create the invoice for you, or change your books or the tax. It
is the record of an invoice you raised outside Talisk. Deleting the invoice
itself does not remove the stored file automatically.