Adding Attachments to an Invoice or Credit Memo

Use this procedure to add an attachment to an invoice/credit memo. The invoice/credit memo must be:

A new invoice/credit memo
In Draft status
In Pending Submission

You can add multiple attachments, each not to exceed 5 MB, to an invoice/credit memo. A unique file name is required for each attachment on an invoice/credit memo. IPP validates these requirements, does not upload the attachment, and displays an error message, if the attachment exceeds the maximum file size or contains a duplicate file name.

To add an attachment to an Invoice:

From the Open Invoice (new or in Draft status), click the Attachments button. IPP opens the Attachments page.
Click Browse to locate the file to attach to the invoice/credit memo and select it. Note: IPP does not allow file names containing spaces. Please re-name any attachments containing spaces before uploading.
In the Nickname/Alias (optional), type a name for the attachment file.
Click Attach. Once IPP uploads the file to the invoice, the Collector user can view it. The Collector user can delete the attachment before it is submitted to the agency. Also, when the Disburser user receives the invoice, he/she can open and/or delete the attachment.
Click the Go to - Invoice #XX link to return to the original invoice. (For a New Invoice, click the Back button.)
Click Submit to submit the invoice to the agency for approval.