Invoices and sales
Attach files to invoices and estimates
Add plans, photos of the job or a signed quote to an invoice or estimate. Your customer gets them with the email and on the online page; files just for your team stay private.
Any invoice or estimate can carry up to 5 files: PDFs or photos (JPG, PNG, WebP), up to 8 MB each. Where a photo was taken is removed before it's kept.
- 1Open the invoice or estimate (from Invoices or Estimates).
- 2Under Attachments, press Add files and choose one or more files.
- 3Each file shows with Customer sees it ticked. Untick it for a file that's only for your team (your costs, notes).
What your customer gets
- In the email: when you send the invoice or estimate, the files your customer sees go with it, next to its PDF (up to 10 MB of files in all; bigger ones are on the online page only).
- On the online invoice or estimate: under Attached files, to open or save.
- Files only for your team are never emailed or shown online.
Change or remove a file
Tick or untick Customer sees it any time; it applies to the next email and to the online page straight away. The bin button deletes a file. Deleting a draft invoice or an estimate deletes its files too.
Send the invoice after adding the files: an email already sent doesn't change.