Contracts, invoices, payments and PDFs

Upload or delete an invoice attachment

Maintain source files on the invoice. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staffPermission: Authenticated broker user with invoice edit accessModule v1.0.0

Jump to steps

Where to goBroker Portal → Invoices → open invoice → Files

Before you start

Use an account with Authenticated broker user with invoice edit access and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Maintain source files on the invoice. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Broker Portal → Invoices → open invoice → Files.
Download or inspect the supported template/field requirements before preparing the file.
Select the Import or Upload action and select the intended file only.
Run validation and correct rejected rows, file types or required values.
Complete the import/upload and review the created records, attachments and any error file.

Fields and options to review

Exact actionUpload or delete an invoice attachment

Exact navigationBroker Portal → Invoices → open invoice → Files

Module version1.0.0

Access ruleAuthenticated broker user with invoice edit access

VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.

Financial recordClient/vendor/landlord, linked property/request/contract, date/due date, currency, items, taxes, discounts, totals and status.

Payment evidencePayment mode, amount, transaction ID, note/comments, date paid and email/PDF choices where exposed.

Rules the system enforces

Use supported sales-file upload/delete actions and visibility toggle.
Verify linked CRM invoice/payment records before changing a real-estate payment or payout status.
The module hooks after_payment_added to write property-related activity when the payment is linked.

How to confirm it worked

The supported upload or delete an invoice attachment flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

Was this guide useful?Your response is stored only in this browser.