Attach a Document to an Invoice

Configuration links

• Document Builder

Attach a document

1. Open the invoice.
2. Start the document attachment flow.
3. Select the document that should be linked.
4. Confirm that it belongs to the correct patient and billing context.
5. Save the attachment.

Review or replace the linked document

Open the invoice's document area to review the current attachment or replace it with a newer document.

Remove the linked document

Remove the link only when the invoice should no longer point to the document. This does not necessarily delete the underlying document from the patient's record.

Document status

A linked document can help the team quickly confirm whether supporting paperwork, agreements, or signed forms are already connected to the billing record.