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Attachments in Estimates & Invoices

December 27, 2024

What’s New?

  • Users can now attach up to 10 files to an estimate that will accompany the email.
  • The total file size limit is 20MB per estimate.
  • Attachments provide flexibility to include additional documents like specifications, terms, or visual materials.

The 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 the 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 subsequent scheduled ones.

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