Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
Attach files to Quotes, Invoices, Supplier Invoices or Orders
In this article we take you through the easy steps in attaching a file to a billable. In this example, we are attaching a file to a Quote but the same steps apply for attaching a file to an Invoice, Supplier Invoice and an Order.
Step 1: In Quotes list select Quote you wish to add file
Step 2: Select Files
Step 3: Select Add
Step 4: Click to select a file from your documents on computer to upload or drag and drop files
Once you have uploaded your file you should get this message, as shown below.
There is now a paperclip icon in the grids indicating file is attached to the quote.
You can now send these files as an email attachment - Sending files as attachments on Quotes, Invoices, Supplier Invoices or Orders