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All Settings
More Settings guides
  • Set business information
  • Set general preferences
  • Set document and delivery defaults
  • Manage taxes, discounts, and shipping
  • Manage saved items and work
  • Set logos and colours
  • Customize document language
  • Edit notes and email templates
  • Manage team access
  • Configure payment integrations
  • Manage files
  • Recover or permanently delete records
  • Manage your account and theme

In this topic

  • Set business information
  • Set general preferences
  • Set document and delivery defaults
  • Manage taxes, discounts, and shipping
  • Manage saved items and work
  • Set logos and colours
  • Customize document language
  • Edit notes and email templates
  • Manage team access
  • Configure payment integrations
  • Manage files
  • Recover or permanently delete records
  • Manage your account and theme

Manage files

Upload and reuse tenant-owned images, PDFs, text files, and other supported attachments.

Open in Invoice Aura

What to do

  1. 1

    Choose Add File

    Select a supported file from your device.

  2. 2

    Find it

    Search and review date, name, uploader, and size.

  3. 3

    Use it

    Copy its link, download it, or attach it to a document or tracked entry.

  4. 4

    Remove it

    Move selected files to Trash with confirmation.

Related guides

  • Set business information
  • Set general preferences
  • Set document and delivery defaults
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