Add and View Attachments on Jobs & Estimates (Web)

You are able to attach any files uploaded to a Job or Estimate to an Invoice or Estimate that’s sent to a customer.

To add/view attachments on a job or estimate:

Open a job or estimate to view the details page and scroll down to the Attachments section on the left.

From here, you can view any files that have been uploaded.

You can also upload more files by clicking the + icon.

Clicking an attachment that has been uploaded will open it in a carousel viewer where it can be downloaded or deleted.

Click the next arrow to the right to view multiple attachments.

Sending Attachments with an Invoice or Estimate (Web)

To send attachments with an invoice or estimate:

Open a job or estimate to view the details page.

Click the Invoice or Send Estimate button in the action bar at the top of the page.

On the Invoice preview page, click the pencil icon in the Attachments section to choose which attachments you'd like to send the customer along with the Invoice.

Select the attachments and/or checklists you'd like to include.

Once all attachments have been added, click 'Save' in the bottom right corner of the window.

You can see the number of attachments in the Attachments section once you've finished adding them.

Ensure your other invoice settings are correct and send!

Follow the same steps above for Estimates.

Customer View

When your customer receives the Invoice or Estimate, any attachments will be visible in the body of the email and can be opened to view or download.

These attachments will also be shown on the Invoice and Estimate preview pages.

Note: Attachments will not be embedded in the Invoice or Estimate PDF that’s attached to the email, as this causes deliverability issues.

Downloading an Invoice with Attachments

You are able to print or download an Invoice directly. If you’d like to embed images in the downloaded/printed PDF, you can do so by enabling an Invoice Preference setting.

To enable the Invoice Preference setting:

Go to your Settings by clicking the gear icon in the top right corner of your account.

Select Invoices > Invoice Preferences tab from the Settings menu on the left.

Click the toggle to the right of the setting, "Include images when printing or downloading invoices." Doing so will embed images in the downloaded/printed invoice PDF.