You might want to attach something to an invoice. 


For example, you might want to include information about upcoming offers or new products, attach a document your customer has specifically asked to see, or provide some information that will be useful to help your client pay.

  1. When creating or editing an invoice, scroll to the bottom of the page.

  2. Find the Attachments box on the left-hand side below the calculated invoice total.

  3. Now either:

    • Click in the box and find a local file on your computer to attach

    • Open a new window on your computer and drag the file you want to attach across

  4. The item you have selected will be listed so you can easily identify it as attached.

  5. To add another item, repeat the process to find and select an attachment.



If you attach something by accident, it is easy to remove—just click the cross to the right of the file name and it will be removed.