Creating clear, professional invoices and estimates is about more than listing services and prices; it's about giving clients the right context. Attaching supporting files directly from your mobile device helps reinforce details, share important documentation, and build client confidence at the point of delivery. This guide walks you through how to add and manage attachments when 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
- 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 finalising your invoice or estimate, you can review and adjust your attachments by tapping the attachment to open its options, or selecting the bin icon to remove it.
Confirm all files are accurate and relevant before sending. This keeps your documents clean, intentional, and client-ready.
Including relevant documents and visuals makes it easier for clients to understand your work, trust your process, and pay with confidence.