Attach receipts to an expense
Upload up to 10 receipt files to an expense, view them from the list, and optionally share them with clients on an invoice.
You can attach receipt files to any expense — handy for your own records and for backing up what you bill a client.
- Role
- OwnerAdminManager
Expenses (and their receipts) are manage-tier only. Members can't see expenses or receipts.
Add receipts
Open the expense form
Create a new expense, or edit an existing one, from Expenses.
Drop in your files
In the Receipts section, drag files onto the dropzone or click to choose them. You can attach up to 10 files per expense. Supported types: PDF, PNG, JPG, WebP, GIF, and HEIC/HEIF.
Save
Save the expense. Each receipt shows as a chip you can download or remove while the expense is editable.
View receipts from the list
The expense list shows a paperclip with a count on rows that have receipts. Click it to open a popover and download any receipt — you don't need to open the expense to edit it.
What happens when an expense is invoiced
Once an expense is added to an invoice, it's locked: the receipt set is frozen, and a receipt can't be deleted while its expense is invoice-locked (or while it's shared on a sent or paid invoice). This keeps your records consistent with what you've already billed.
Sharing receipts with clients
Receipts stay private by default. To let a client download them, turn on Include expense receipts in the invoice's Supporting documents panel — you can share all of them or pick specific ones.
Tips
- Duplicating an expense does not copy its receipts (a duplicate is a fresh starting point). See Duplicate an expense.
- Receipts count toward your workspace's storage; very large files may be rejected if you've hit the workspace storage cap.