Include files with an online invoice, quote, credit note or prepayment

Include files with your online transactions so your customer can view them. For example, include photos of products you've quoted or sold your customer. Once you've included a file, it's listed on the transaction where the customer can view it.

  1. Open the transaction you want to include a file with.
  2. If you haven't already attached the file to the transaction, upload it or add it from the file library.
  3. Click the file icon Image of the file icon with one file attached..
  4. Click the options icon next to the file you want to include.

    Image showing the options icon selected.

  5. Click Include with [item].
To attach a quote to an invoice, print your quote and select the option to save it as a PDF. Then, upload the PDF to the file library, or directly to the invoice.