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File Attachment 

Introduction 

Adding relevant information to a record is always bound to come in handy. You can attach new files to an entity's record, which will serve the purpose of having every related information in one place.

The following are the entities where you can attach files:

  • Customer
  • Subscription
  • Invoice
  • Credit Note
  • Plan
  • Addon
  • Coupon

The files could be related to any of the above mentioned entities. Say,

  • You've come to an agreement with a customer about the pricing for a plan. After you sign the agreement, the document can be uploaded against the respective customer's record.
  • Your customer is eligible for tax exemption and have shared the copy of the document with you. You can attach the document against the respective customer's record.
  • You allow your customers to make payments offline via cheque and want to maintain a record of the cheques you receive. By taking a scanned copy of the cheque, you can attach the file against the invoice generated.
Note

The files attached are not made avaiable to your customers.

Attach File 

To attach files, you need to navigate to the respective record in a module. The following example will show you how to upload a file to an existing plan in your Chargebee app:

Step 1:
Navigate to Product Catalog > Plans and select a plan you want to upload the file to. Find the section called Comments & Attachments

Here, you will find the option that says Add Attachment.

Step 2:
Clicking on Add Attachment will give you the option to drag and drop the file or browse for it. After selecting the file, you will get the option to add a description for the file and upload it.

Step 3:
Clicking on Submit will upload the file. You will find the file under the plan you attached it to.

Note
  • Maximum size of one attachment is limited to 5MB.
  • You can attach only 5 files per record.

Delete File 

Files that were attached before can be deleted from the respective module.
Clicking the icon next to the file will take you through the deletion.

FAQ 

  • How do I add a description to a file that was attached to a record previously?
    Navigate to the file you want to add a description for and click on the option that says ‘Add Description'.

  • Can I attach multiple files at once?
    No, you will have to add files one-by-one.

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