Using Attachments with Estimates and Invoices
Enhance Your Estimates and Invoices with File Attachments
You can now attach supporting files directly to your estimates, invoices, recurring invoices, and estimate templates within the CRM. This feature allows you to include up to 10 files per document, with a total combined size limit of 20MB. By attaching relevant documents like specifications, terms and conditions, or visual materials, you can provide clients with a complete and professional package from the very beginning.
Where Can You Add Attachments?
File attachments are supported in the following document types:
- Invoices
- Recurring Invoices
- Estimates
- Estimate Templates
How to Add Attachments
Follow these steps to attach files to your documents:
- Navigate to the Estimates section, located under the main Payments tab in your CRM.
- Create a new document or open an existing estimate, invoice, or recurring invoice for editing.
- Locate and click the attachment icon within the document editor.
- Select the files you wish to upload from your computer or device.
- Ensure the total size of all selected files does not exceed the 20MB limit.
Once you send the document, the recipient will receive the attachments along with the email.
Purpose and Benefits
This feature was developed to streamline your client communication. Including all necessary supporting documents directly with your estimate or invoice helps to:
- Present a professional and comprehensive package.
- Communicate details clearly, reducing the need for follow-up questions and back-and-forth emails.
Important Note: Attachments are only included when the invoice or estimate is sent for the first time. They are not re-sent with any subsequent scheduled reminders for that same document.