In the invoice table, you can access more than just the PDF. If additional files are linked to an invoice (e.g. purchase orders, signed documents), they can be quickly viewed from the same download button.
How to view additional files:
Hover over the download icon next to the invoice reference.
A dropdown will appear with the following options:
Open in new tab – Opens the invoice PDF.
Download invoice PDF – Directly downloads the PDF.
View X additional file(s) – Shows any other files uploaded and linked to that invoice.
Clicking View additional file(s) will take you to a detailed view where you can preview or download those files individually.
💡 Tip: These files are either uploaded manually in the customer’s Files section or synced from ERP if enabled.