Creating clear, professional invoices and estimates goes beyond listing services and pricing — it’s about providing the right context. Attaching supporting files directly from your mobile device helps you reinforce details, share important documentation, and improve client confidence at the point of delivery. This guide walks you through how to add and manage attachments seamlessly while creating invoices or estimates.

Why Attach Files to Invoices and Estimates? #

Adding supporting documents can help you:

• Provide additional clarity (e.g., breakdowns, contracts, or receipts)
• Share visual proof (images, screenshots, or project references)
• Present a more polished and professional request for payment

Attachment Limits #

Keep the following limits in mind when adding files:

• Maximum of 10 files per invoice or estimate
• Total size limit of 20 MB per document

How to Add Attachments #

• Navigate to the Apps screen using the lower panel, then select the Invoices or Estimates option.
• Click the + icon to create a New Invoice or New Estimate.
• Complete steps 1 and 2 in the editor, then tap Add Attachment in step 3.
• Choose your file source from the available options: Media Storage, Device Gallery, Camera, or Files (local device storage).
• Select or capture your file. Supported formats include PNG, CSV, or PDF.

Once added, the file will appear in the Attachments section, showing its name and file type. Before finalizing your invoice or estimate, you can review and adjust your attachments by tapping the attachment to open its options or selecting the bin icon if you need to remove it.

Confirm all files are accurate and relevant before sending. This ensures your documents remain clean, intentional, and client-ready. By including relevant documents and visuals, you make it easier for clients to understand your work, trust your process, and complete payments with confidence.

Frequently Asked Questions #

How many files can I attach to an invoice or estimate? #

You can attach a maximum of 10 files per invoice or estimate, with a total size limit of 20 MB per document.

Which file formats are supported? #

Supported attachment formats include PNG, CSV, and PDF.

Where can I pull attachment files from? #

You can add files from Media Storage, your Device Gallery, the Camera, or Files in your local device storage.

How do I add an attachment when creating a document? #

Open Invoices or Estimates, tap the + icon to create a new one, complete steps 1 and 2, then tap Add Attachment in step 3 and choose your file.

Can I remove an attachment before sending? #

Yes. Tap the attachment to open its options or select the bin icon to remove it before finalizing the document.

Why should I attach files to invoices and estimates? #

Attachments provide clarity through breakdowns or contracts, share visual proof, and present a more polished, professional request for payment.