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Can I attach notes, files, or photos to estimates and invoices? Can they be sent to the customer along with the estimate or invoice?
Can I attach notes, files, or photos to estimates and invoices? Can they be sent to the customer along with the estimate or invoice?
Updated over 11 months ago

Yes, you can attach files and photos to your estimates and invoices and they can be sent along with the PDF to your customers. Notes can be added onto the estimate or invoice as well that appear on the PDF for the customer.

When sending an estimate or invoice to the customer via the WebApp, you can also attach files and photos from the related job record in addition to the invoice record.

To learn more about attaching to estimates and invoices, visit the Attaching Photos and Files to Estimates and Invoices article.


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