Can I upload a PDF version of the invoice?

Yes, you can upload a PDF version of the invoice directly within TermSync.

Uploading a PDF Version of the Invoice

1. Open the invoice you wish to upload into TermSync. An invoice can be found by using the search function on the Search Bar at the top of the page.

2. Select the appropriate invoice, which will take you to the Invoice Details screen. Under the Available Actions, click on View Invoice PDF.

3. Your invoice PDF will pull up.

4. The customer will receive an email notification letting them know you uploaded a copy of the invoice.