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Attachments in Estimates and Invoices

You can now attach up to 10 files (with a 20MB total size limit ) directly to your estimates, invoices, recurring invoices, and estimate templates . This…

1 min read260 words3 explained imagesUpdated Fri, 30 May, 2025 at 3:48 PM
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  1. What’s New?
  2. Feature is available in:
  3. How to Use?
  4. Why We Built It?
  5. What’s Next?

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You can now attach up to 10 files (with a 20MB total size limit) directly to your estimates, invoices, recurring invoices, and estimate templates. This new feature allows you to include supporting documents like specifications, terms, or visuals—helping you deliver a more professional and informative package right from the start. Read on to learn how to use attachments and make your client communication more seamless.

TABLE OF CONTENTS

What’s New?

  • Users can now attach up to 10 files to an estimate which will go along with the email.
  • Total file size limit is 20MB per estimate.
  • Attachments provide flexibility to include additional documents like specifications, terms, or visual materials.

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.
How to Use? (image 1 of 3) What this shows Go to the Estimates section under the Payments tab. What this shows Illustrates the "How to Use?" section of "Attachments in Estimates and Invoices". This screenshot appears in the "How to Use?" section of "Attachments in Estimates and Invoices". The text alongside this image reads: Go to the Estimates section under the Payments tab. When creating or editing an estimate, look for the attachment icon. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Click the icon to upload files from your device. Image 1 of 3 Where to goGo to the Estimates section under the Payments tab. When creating or editing an estimate, look for the attachment icon.
Fields in this part of the guide Users will receive these attachments in the emailsEditing in recurring invoicesEditing in invoices with payment schedulesReminder configurations within business hours
Next stepClick the icon to upload files from your device.
All 2 steps in this procedure
  1. Go to the Estimates section under the Payments tab.
  2. When creating or editing an estimate, look for the attachment icon.
  • Click the icon to upload files from your device.
How to Use? (image 2 of 3) What this shows Click the icon to upload files from your device. What this shows Illustrates the "How to Use?" section of "Attachments in Estimates and Invoices". This screenshot appears in the "How to Use?" section of "Attachments in Estimates and Invoices". The text alongside this image reads: Click the icon to upload files from your device. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Ensure that the total size of all attachments does not exceed 20MB. Users will receive these attachments in the emails. Image 2 of 3 What to clickClick the icon to upload files from your device.
Fields in this part of the guide Users will receive these attachments in the emailsEditing in recurring invoicesEditing in invoices with payment schedulesReminder configurations within business hours
Next stepEnsure that the total size of all attachments does not exceed 20MB. Users will receive these attachments in the emails
All 2 steps in this procedure
  1. Go to the Estimates section under the Payments tab.
  2. When creating or editing an estimate, look for the attachment icon.
  • Ensure that the total size of all attachments does not exceed 20MB.
  • Users will receive these attachments in the emails
How to Use? (image 3 of 3) What this shows Ensure that the total size of all attachments does not exceed 20MB. What this shows Illustrates the "How to Use?" section of "Attachments in Estimates and Invoices". This screenshot appears in the "How to Use?" section of "Attachments in Estimates and Invoices". The text alongside this image reads: Ensure that the total size of all attachments does not exceed 20MB. Users will receive these attachments in the emails. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: To streamline 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. Image 3 of 3 What this coversEnsure that the total size of all attachments does not exceed 20MB. Users will receive these attachments in the emails
Fields in this part of the guide Users will receive these attachments in the emailsEditing in recurring invoicesEditing in invoices with payment schedulesReminder configurations within business hours
Next stepTo streamline 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.
All 2 steps in this procedure
  1. Go to the Estimates section under the Payments tab.
  2. When creating or editing an estimate, look for the attachment icon.

Why We Built It?

  • To streamline 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 ones that are subsequently scheduled.

What’s Next?

  • Editing in recurring invoices
  • Editing in invoices with payment schedules
  • Reminder configurations within business hours

Frequently asked questions

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 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 ones that are subsequently scheduled. What’s Next? Editing in recurring invoices Editing in invoices with payment schedules Reminder configurations within business hours

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