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While reviewing an invoice, use the Notes tab to record your reasoning and build an audit trail, and the Attachments tab to view the invoice PDF and the documents that support it. This article covers both.

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Add and read notes

Open the invoice and select the Notes tab. Notes capture reviewer comments and the review history for the invoice, so anyone looking at it later can see what was decided and why. To add a note, type it in the Notes tab and submit it. Your note is recorded against the invoice as part of its history.
Use notes to explain a Partial or Reject decision, or to record what you asked for when you requested more data — see Approve, reject, or partially approve an invoice.

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View attachments

Select the Attachments tab to see the documents tied to the invoice. These include:
  • The invoice (or proposal) PDF itself, page by page.
  • Supporting data — additional documents attached to the invoice.
  • Linked tickets — work orders and service reports from the tickets associated with the invoice.
Each document shows a preview you can open to read in full.
Attachments are PDFs. You can also upload a PDF from this tab to add it to the invoice’s supporting documents.

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How the AI review uses these documents

The AI invoice review reads the invoice and its linked ticket documents (such as work orders and service reports) as input, then checks the billing against the contract. Keeping the right documents attached gives the AI more to work with. See Understand the AI invoice review. For the full set of review tabs and how they fit together, see Review an invoice.