Replacing and deleting an invoice document, UBL document, or invoice attachment works via the same steps.
Replacing or deleting a file via the invoice page
Go to the invoice page and scroll to the 'Attachments' heading at the bottom of the page.
Click the pencil icon next to the file you want to delete or modify.
A pop-up will appear showing the linked file with a trash icon next to it.
From here you have two options:
Delete only
Click the trash icon and choose 'Delete document' at the bottom of the pop-up. A confirmation modal will appear. Confirm your choice to permanently delete the file.
Replace with a new file
Click the trash icon and immediately upload a new file. Then choose 'Update document' at the bottom of the pop-up. A confirmation modal will appear. Confirm your choice to replace the old file.
Please note: an invoice document or UBL document is always completely overwritten by the new file. The old document is not retained.
Replacing a file via your accounting package
Update the document in your accounting package. At the next import, it will automatically be updated in Payt.
Replacing a file via Mail2Payt
Send the new file to your Mail2Payt address. Payt will automatically link it to the correct invoice and overwrite the existing document.
Read more: How does Mail2Payt work?