Update attachment on PDF invoices

You can place additional information on every invoice with the PDF Attachment feature.

Table of Contents

• Getting Started
• Uploading a PDF attachment

Getting Started

Only one PDF file can be in the system, so all information needs to be contained in one PDF file. Additional information can include:

• Payment details
• Firm and authority logos & contact information
• Signatures or signoffs
• Cost agreement
• Notification of Client’s Rights
• Compliance requirements

Uploading a PDF attachment

1.    Select the gear icon from the bottom-left corner of the triConvey Companion Site Web App.

2.    Select Firm Settings.

3.    Select Invoice Settings from the left panel.

4.    Navigate to Template Settings and select the PDF Invoices tab.

5.    Scroll down to the PDF Attachment section.

6.    Upload the new PDF attachment by clicking Choose File.

7.    Select Replace to apply the new PDF attachment.

8.    Select Save.