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Add an attachment

This topic explains how to add an attachment on a Customer Account, Subscription, Invoice, Credit Memo, or Debit Memo detail page.

To add an attachment:

  1. Open the detail page of the target object, for example, the account detail page.
  2. Scroll down to the Attachments section and click New or New Attachment.
  3. Click Choose File and select the file you want to attach.
  4. In the Description field, give a description of the attachment.
  5. Click Save or Submit to start uploading the file.
    Note: If you upload attachments with malicious contents, an error message will be displayed indicating the uploaded file is not safe