Select the Service Invoicing list from the Views menu on the left side of the screen.
Locate and open the Repair Order. By default, the record will be locked when you first open it.
Click the lock in the lower left or the Edit button in the lower right to unlock the record.
Click the View Docs button at the bottom on the invoice to upload documents for the invoice. This might be used if the purchaser has their own invoice or your dealership has documentation you wish to retain, attached to the parts or service invoice. This will open the Invoice Files window.
Click the Upload button in the upper left to open a navigation window and browse your computer for the documents.
Select the files from your computer you wish to attach to the invoice. You can hold the Ctrl key when clicking over individual documents to select multiple files.
Click the Open button. This will begin uploading the documents. The progress bar shows the file(s) progress.
Once all files have uploaded, click Done. This will return you to the document view window.
Click the Close button. The documents are now stored on the server in a folder named with the stock number and any other employees with access can see them.
