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Add a section to add documents to the invoice

  • February 19, 2026
  • 1 reply
  • 7 views

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I’d really like to see an addition to the ledger/invoice area so we can add EOBs or just general correspondence with insurance, etc. It would be nice if each invoice had that section but an overall tab might still be sufficient. 

1 reply

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  • Community Manager
  • February 19, 2026

Hi ​@chelcook105, can you provide a little more information about your use case? This will help as I pass the feedback along to our product team.