Adding Supplier Invoice Documents to Contractor Claims & Purchase Orders

You can attach invoice documents directly to contractor claims and purchase orders in Buildlogic using a drag-and-drop upload area.

Uploading Invoice Documents

On the contractor claim or purchase order edit page, you will find a Drop invoices here box. There are two ways to add files:

• Click the Browse button to open a file browser and select one or more files from your computer.
• Drag and drop one or more files directly from your computer's file explorer into the upload area.

After uploading, a new note of type Invoice is automatically created against the claim or order record, with the file attached.

Downloading Invoice Documents

Any attachments linked to a note of type Invoice can be downloaded directly from the Contract Progress Claims list by clicking the PDF icon on the right-hand side of the relevant claim.

If a user needs to remove any uploaded document, they can find the note in the notes tab, edit it and remove the attachment from the note.

See also: Downloading Cost Plus Invoice Documents