- In Records, Invoices, open the invoice.
- Select the Notes tab.
- Click New Note.
- Drag and drop the image files saved on your computer to the 'New Note' box.
- Save and Close the note.
- Save and Close the invoice.
* Note : For Hosted Clients this feature will not work, it is only for locally installed versions of The Financial Edge databases.
Connect and collaborate with fellow Blackbaud users.