How to attach files to an invoice email in JobSheet
Before you start
- Customer notifications on.
- Customer email on the invoice.
- Files already uploaded to the linked job sheet or customer (Site files).
Send with attachments
- Open the invoice detail screen.
- Choose Email to customer.
- In the send dialog, under Optional attachments, add files:
- Pick from job or customer files when the file picker is available, or
- Paste a file ID from Site files if your admin provided one (advanced).
- Choose Send email.
Each send counts as one customer email from allowance, with or without attachments.
Tips
- Server-generated invoice PDFs may attach automatically on some sends. Check Download PDF on the invoice if you need a copy.
- Large attachments may fail provider limits. Prefer a customer link for very large files.
- Photos on the job remain in JobSheet; attach only what the customer must receive by email.