- In the menu, click Financial, then accounts receivable.
- Perform a search of the accounts receivable record.
- I clicked on the name of the account that you will see highlighted in blue.
- Right above, click on the blue Attachment button.
- Choose the attachment you want to include and click Save.
How to add an attachment to an account receivable?
Hello, how are you? My name is Miller, I will help you attach a document to accounts receivable.