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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, 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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