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.

• 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