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How do I attach a checklist to an invoice?
How do I attach a checklist to an invoice?

Learn how to attach checklists to invoices and send the completed checklist to your customer.

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago


Step 1: Make sure your job has a checklist already and then click 'Invoice' to send the invoice to your customer.

Step 2: Click on the paper clip icon to add an attachment to the invoice.

Step 3: Select 'CHECKLISTS' then select the checklist you wish to attach to the invoice.

Step 4: Click on 'Attach'

Step 5: Continue to send the invoice like you normally would. You will notice that next to the paperclip icon you will see a number for how many attachments (photos and checklists) are attached to the invoice.

This article is part of a collection on Checklists

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