We’re excited to introduce a new way to enhance your invoices and estimates with supporting files. You can now attach files while creating invoices or estimates using your mobile device. This makes it easier to provide context, share documentation, and deliver more professional payment requests.
What’s New:
- Attach files to invoices and estimates from the mobile app.
- Choose attachments from Media Storage, your camera, gallery, or local files.
- Add attachments without leaving your current workflow.
Why it matters:
This update allows you to provide important context and documentation with your invoices and estimates, making your payment requests more professional and informative.
How it works:
- Go to the Invoices or Estimates section and create a new invoice or estimate.
- Scroll to the Attachments section and tap Add Attachment.
- Choose your file source: Media Storage, Camera, Gallery, or Files (local device storage).
- Select or capture your file (PNG, CSV, or PDF).
- Manage attachments by tapping to open options and delete if needed.
Note: You can attach up to 10 files per invoice or estimate, with a total size limit of 20 MB per document.