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I have clients on recurring payments. I would like to attach a new pdf invoice file to show their payment history. I've tried to update the invoice file to add another attachment but not able to. Is that not a function in Square. I know that once an invoice is paid you can't remove the attachment but I want to add another attachment but not able to.
Thanks in advance.
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Hi @BluEyes
You should be able to add an attachment when you click on the "Edit Series" option within the Invoice tab of your Square Dashboard.
Was this option not appearing for you?
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I didn't have the option to add another attachment once I selected Edit Series.
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@BluEyes What was appearing for you when you edit the series?
Your current attachment should be listed, with an "x" icon to the right.
The "Add Attachment" option should be below the box that reflects what you've already attached.
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Thanks, I went back and checked again. Now I'm able to add additional attachments. I promise when I was trying Friday I wasn't able to. Guess that a sign I need rest.
Thanks again and I apologize for wasting your time. I feel like a Guber....
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Glad I was able to help @BluEyes 👍
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