How To attach files from notes to an Invoice/Quote Email

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Invoicing | Quoting

Topic

Today we will walk through the steps of attaching files attached in job notes and invoice notes to your invoice email to the customer.

 

Instructions

To get started:

  1. Head to the 'Jobs' page > Then select the job you're invoicing.
  2. From here head to the Invoice/quote tab > Then either make an invoice/quote or select an existing one you have started.

    Screenshot 2023-11-08 at 11.14.52 AM.png

  3. Once you have created or opened the Invoice/Quote you want to send with attachments you can click the paper plane icon in the top corner to send this as an email.

    Screenshot 2023-11-08 at 11.15.24 AM.png

  4. From the Email screen, scroll down to the bottom where it shows 'Attach Files' and click here to select attachments from your job or invoice notes.

    Screenshot 2023-11-08 at 11.15.41 AM.png

  5. You have now successfully added Attachments from your notes to the Invoice email and you can send this off to your customer.

 

Additional Information

For more info on attachments see here: Attach Files to a Job

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