Attach a PDF file of an invoice

  1. Open the Adjust Vendor Invoice screen.
  2. In the Vendor field, do one of the following:

    • Enter the name or code of the vendor for the invoice you want to modify.

    • Click to select the vendor for the invoice you want to modify from a Lookup List.

  3. In the Invoice field, do one of the following:

    • Enter the number of the vendor invoice you want to modify and press Tab.

    • Click to select the vendor invoice you want to modify from a Lookup List.

  4. Click Attach.
    Note: ProContractor considers the file attached using the Attach button to be the invoice received from the vendor. You can view it, print it, or attach it to an e-mail from the View Vendor Invoice Log.
  5. Navigate to the invoice file, select it, and click Open.
  6. A new record is created for the invoice file in the Binder tab with a document type of DOCFILE and a description of Vendor Invoice [vendor code] [invoice number]. If needed, use the Binder tab to manage the details of the invoice file.
    Tip: You can change the invoice file by clicking Attach and selecting a new file. However, you cannot delete the vendor invoice binder item.
  7. Select the E-mail on Save of Document checkbox to attach the invoice to an e-mail when you save the invoice.
    Note: All contacts on the Adjust Vendor Invoice screen with a value for the E-mail As field are included as addressees on the email.
    Tip: You can also attach the invoice file by dragging and dropping the file onto the Attach button. If you have ViewpointAdvanced Image Manager installed, you can drag and drop pages directly from Advanced Image Manager to the Attach button. Click Bulk Scanned Invoices on the quick link bar to open the Advanced Image Manager. Using either method will replace the original document file on the Binder tab.