Easily attach documents or files to your sent emails, providing clients with the necessary information.
Access the Invoices Page:
- From the sidebar, click on "Invoices" to access your list of invoices.
Select the Invoice:
- Locate the specific invoice that you want to send as an email with attachments from the list. Click on the invoice to open it for viewing.
Edit Invoice:
- Once the invoice is open, ensure that you are in "Edit Invoice" mode. This is indicated by an "Edit" button.
Add Attachments:
- While composing the invoice, you can add attachments by scrolling down to the bottom of the invoice window. Here, you should see an option "Add Attachments."
Select Attachments:
- Click on this option to open a file dialog box. Navigate to the location on your computer where the files you want to attach are stored.
- Select the files you want to attach by clicking on them. You can typically select multiple files at once, depending on your platform.
- Once you've selected the files, click "Open" or the equivalent option in the dialog box to attach the selected files to the email.
Preview and Send:
- Look for the "Preview and Send" option, found on the right-hand side of the invoice editing screen. Click on it to proceed.
Add attachments to email
In the dialog box, there will be a a checkbox "Add attachments to email". Make sure you check it if you have attachments you wish to send.
Compose Email:
- Above the attachment option for the invoice, you'll have the opportunity to compose the email associated with the invoice.
Send the Email:
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After attaching the files and composing the email, click on the "Send" button or a similar option to send the email with the attached files.
