How do I attach documents to invoices?

Last updated: January 30, 2025

Summary / Introduction

This article explains how to attach documents, such as W9 forms, to invoices in the Tabs Platform. You'll learn two methods: attaching documents at the account level and at the individual invoice level.

Step-by-Step Instructions

Method 1: Attaching Documents at the Account Level

  1. Navigate to Billing Settings: Go to the documents section in billing settings (https://app.tabsplatform.com/merchant/billing/settings/documents).

  2. Upload Document: Upload the document you want to attach (e.g., W9 form).

  3. Set Attachment Preference: Toggle the option to send the document with each invoice.

Image of the documents section in the billing settings of the Tabs Platform, showing an option to upload documents and choose whether to attach them to all invoice emails.

Method 2: Attaching Documents to Individual Invoices

  1. Create or Edit Invoice: Ensure the invoice is in DRAFT state.

  2. Add Attachment: Look for an option to add attachments to the invoice.

  3. Upload Document: Select and upload the document you want to attach.

Tips & Best Practices

  • Account-Level Attachments: Use this method if you want to send the same document with every invoice for a particular account.

  • Invoice-Level Attachments: This is useful for attaching specific documents to individual invoices or for one-time attachments.

Troubleshooting / Common Errors

  • Can't attach to sent invoices: Ensure the invoice is in DRAFT state before attempting to add attachments.

  • Document not appearing on invoices: Double-check that the toggle for sending with each invoice is enabled in the billing settings.

Note: Currently, there is no option to automatically attach documents only to the first invoice sent to a customer. This feature has been suggested for future development.