Who This Is For / When to Use
This feature is for users who need to share supporting documents such as specifications, visuals, or terms, along with estimates or invoices.
Use this when clients need additional context without separate follow-up emails.
What’s New
Attach up to 10 files per estimate or invoice.
20 MB total size limit per document.
Attachments are delivered with the email when the document is sent.
Available across:
Estimates
Estimate Templates
Invoices
Recurring Invoices
Where Attachments Are Supported
Attachments can be added in the following areas:
Estimates
Estimate Templates
Invoices
Recurring Invoices
Each document type uses the same attachment workflow.
How to Add Attachments to an Estimate
Go to Payments → Estimates.
Create a new estimate or open an existing one.
Scroll to Additional Options.
Enable Add Attachment.
Click Upload or drag and drop files.
You can upload files directly from your device.
Uploading from Media Storage
You can also attach files already stored in Media Storage.
Click Add Attachment.
Open Media Storage.
Select one or more files to attach.
This is useful for reusing logos, images, or documents across multiple estimates.
What Recipients See
When the estimate or invoice is sent:
Attachments are included with the email.
Recipients can download the files directly.
The estimate link remains unchanged.
Attachments help ensure clients receive all required information in one message.
Attachment Limits and Rules
Maximum files: 10 per document
Maximum size: 20 MB total (combined)
Allowed file types: PNG, CSV, PDF
Attachments are sent only on the first send of an invoice or estimate.
Important Behavior to Know
Attachments are not resent on:
Resends
Scheduled sends
Automated follow-ups
Attachments added after the first send will not be delivered automatically.
Each document must stay within the size and file count limits to send successfully.
Why We Built This
To reduce back-and-forth emails for supporting documents.
To present a complete, professional estimate or invoice in one message.
To improve clarity and speed during client approvals.
FAQ
Can I attach files to invoices as well as estimates?
Yes. Attachments are supported on estimates, estimate templates, invoices, and recurring invoices.
How many files can I attach?
You can attach up to 10 files per document.
What is the maximum file size?
The combined size of all attachments cannot exceed 20 MB.
Are attachments included every time an invoice is sent?
No. Attachments are sent only the first time the invoice or estimate is emailed.
Can I use Media Storage files as attachments?
Yes. Files from Media Storage can be selected and attached.
Will attachments be included in reminder emails?
No. Attachments are not included in reminder or scheduled emails.