Sending files as attachments on Quotes, Invoices, Supplier Invoices or Orders

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In this article we take you through the steps in sending files as an email attachment for your quotes, invoices, supplier invoices or orders. In this example, we are sending a file as an email attachment from a quote but the same steps apply for invoices, supplier invoices and orders.

Attach files to Quotes, Invoices, Supplier Invoices or Orders


Step 1: Navigate to Quotes and select your Quote



You will know if your quote as a file attached if it shows a paperclip icon, as shown below.



Step 2: Under Preview & Send select to Send Quote





Step 3: Select a Recipient



After selecting Send, select a recipient from the list or Add Recipient and select a recipient from your contacts.



Step 4: Select your files to attach and Next



If you have more than 1 file attached to quote then you can select to attach a number of files to email.



Step 5: Edit the Email Message or select a template and Send



As you can see below, the file is attached to the email.



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