Attach Additional Invoice Documents

Audience: Accounting Manager

Summary: Review how to attach supporting documents to an existing invoice.

Overview

MineralTree lets you attach supporting documents to invoices with unlimited file storage. Attached documents are visible to Accounting Managers, assigned Invoice Approvers, and Payment Authorizers. If your accounting system connects via API, attachments sync one‑way from MineralTree to the invoice record. Documents can be added to invoices in any status—Draft, Posted, Partially Paid, or Paid. (Note: Draft invoices do not sync until they are Posted.)

Attach a Document via the Invoice

From the invoice details page, click "Doc Actions" and then "Attach"

Select "Attach" on the document if it is already in the Inbox.

OR select “Upload” and click "Upload documents" to attach a supporting document from your computer.

You will be brought back to the invoice and the document will be attached. To attach additional documents, repeat the attaching process as needed.

Document Requirements

There are restrictions on what files can be uploaded and attached to an invoice in MineralTree. Review these factors if a document is not attaching as expected.

• Individual file size: Cannot exceed 20 MB.
• Filename length: Cannot exceed 128 characters, including the file extension.
  • For example, the PDF file “invoice” has a total length of 11 characters (Add seven characters for “invoice” plus four characters for “.pdf”).
• The following document types are supported:
  • .csv
  • .doc/.docx
  • .ppt/.pptx
  • .xls/.xlsx
  • .gif
  • .jpeg or .jpg
  • .ods
  • .odt
  • .pdf
  • .png
  • .rtf
  • .txt
  • .zip (so long as the contained files match any of the above file types)

• Phone: 855‑672‑9669
• Email: mtsupport@mineraltree.com