How to attach files to an invoice email in JobSheet
Before you start
- Customer notifications on (Workspace → Notifications).
- A customer email on the invoice.
- Files already on the linked job sheet (Site tab) or on the customer profile.
What the email includes
Email to customer sends an HTML summary (reference, amounts, and a customer link). JobSheet does not automatically attach the invoice PDF to that email. Add files only by ticking them in the send dialog below.
Send with attachments
- Open the invoice detail screen.
- Choose Email to customer.
- In the send dialog, under Optional attachments, tick up to five files from the list (from the linked job or customer).
- Choose Send email.
The customer link uses your Workspace → Templates layout (line items, Pay now when card pay is on). See Share a customer invoice or quote link.
Tips
- Need a PDF copy? Use Download PDF on the invoice in JobSheet, or Download PDF on the customer link. Do not rely on the email to include the invoice file unless you attached it yourself from Site files.
- Very large files may fail email size limits. Prefer the customer link or send smaller exports.
- Only tick what the customer must receive; other photos stay in JobSheet for your team.