To send customers photo or documents with their invoice or estimate, you must first attach them to through the details page.

1. Click into the job/estimate details page

2. Make sure the attachments are added to the estimate/invoice

3. Click either invoice option (the action button or paper airplane icon) 

4. Click the paper clip icon to choose which attachments you'd like to send the customer. 

5. Checkmark the box in the lower right corner of each attachment you'd like included on the invoice. 

6. Click 'Add Attachments' to save.

7. You can see the number of attachments on the paper clip icon once you've finished adding. 

8. Finish setting your invoice & payments settings and send! 

Add Attachment to a Job/Estimate

Add Attachments (iPhone)

Send Invoices (Web Portal)

Send Customers Photos & Documents (iPhone)

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