Doc Summary
You can now attach up to 10 files (with a 20MB total size limit) directly to your estimates, invoices, recurring invoices, and estimate templates. This new feature allows you to include supporting documents like specifications, terms, or visuals—helping you deliver a more professional and informative package right from the start. Read on to learn how to use attachments and make your client communication more seamless.
TABLE OF CONTENTS
- What’s New?
- Feature is available in:
- How to Use?
- Why We Built It?
- What’s Next?
What’s New? #
- Users can now attach up to 10 files to an estimate which will go along with the email.
- Total file size limit is 20MB per estimate.
- Attachments provide flexibility to include additional documents like specifications, terms, or visual materials.
Feature is available in: #
- Invoices
- Recurring Invoices
- Estimates
- Estimate Templates
How to Use? #
- Go to the Estimates section under the Payments tab.
- When creating or editing an estimate, look for the attachment icon.
- Click the icon to upload files from your device.
- Ensure that the total size of all attachments does not exceed 20MB.
- Users will receive these attachments in the emails
Why We Built It? #
- To streamline sharing of detailed and supporting documents with clients.
- Provides a professional, comprehensive package within the estimate.
- Helps users communicate clearly, avoiding back-and-forth exchanges for additional details.
Note: Attachments are only sent when the invoice is sent for the first time and not for the ones that are subsequently scheduled.
What’s Next? #
- Editing in recurring invoices
- Editing in invoices with payment schedules
- Reminder configurations within business hours
