Attaching Photos, PDFs to Billing Documents

Sending out Estimates and Invoices to customers may be part of your every day process. Further, showing customers pictures of the work you've performed or attaching detailed forms is simple by adding photos and PDFs directly to the billing documents.

Attaching Photos via Desktop

When viewing any Estimate/Invoice, find the Attachments section and click the + to add photos to your billing document.

The next window will prompt you to select photos from your device. Be sure you know where the photos are located in order add them to your document. This function supports attaching .jpg, .jpeg, and .png filenames.

Once added and uploaded, you'll see a photos appear in the Attachments box.

These photos will appear in the PDF document that is automatically created when sent to the customer.

Any uploaded photos will also be visible via Mobile App as well

Attaching PDFs via Desktop

You can also add additional details to Estimates or Invoices by adding PDF files with the desired info. Uploading a PDF in the Attachments box will also display a nested version of the PDF file you've added.

When viewing any Estimate/Invoice, find the Attachments section and click the + to add photos to your billing document.

The next window will prompt you to select files from your device. Be sure you know where the PDF files are located in order add them to your document. This will support files that end in .pdf filenames.

Once uploaded, the filename will be displayed in the Attachments box like below, in this example the filename is "Documentation-File.pdf"

Any uploaded PDFs will also be visible via Mobile App as well

Attaching Photos and PDFs via Mobile

When viewing an Estimate or Invoice via mobile, you can add photos or PDFs at any time by clicking the + button in the bottom right corner of the mobile app. Doing so will open a menu where you can add a photo or PDF to that billing document. 

Preview and Send

When you send a customer an Estimate or Invoice, any Photos and PDFs that you have added will also be send in the same file as well. You will have the chance to review exactly what a customer will see prior to any Invoice or Estimate getting sent. This is your chance to review all of the details, attached photos and PDFs - make it count!

First press the Send button at the left side of your document.

A window will open on your screen that showcases your entire compiled document. Scroll through the preview to view all of the contents, verifying it appears the way you're expecting.

If all looks great, make sure the customer's email address is in the "Send To" field and then press the blue Send button to fire off an email