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How to attach files to an invoice email in JobSheet

· Updated

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

  1. Open the invoice detail screen.
Invoice email dialog with optional attachments on a computer
On a computer
Invoice email dialog with optional attachments on a phone
On a phone
  1. Choose Email to customer.
  2. In the send dialog, under Optional attachments, paste a file ID from Site files on the linked job or customer, then choose Add.
  3. 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.

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