Add Attachments to Invoices and Estimates

Attach supporting files — specs, terms, reference documents — directly to an invoice, estimate, recurring invoice, or estimate template, so everything the customer needs is in one place.

How to attach a file

1. Open the invoice or estimate you're creating or editing.
2. Find the attachment icon.
3. Select the file(s) from your device.
4. Send as usual — recipients receive the attachments along with the document.

Limits

• Up to 10 files per document
• 20MB total combined size

Good to know

For recurring invoices, attachments only go out with the first send. They won't automatically be included on the subsequent, automatically generated instances of that recurring invoice — if you need a file included every time, you'll need to re-add it manually on future sends, or consider whether the content belongs in the invoice notes instead.