Attach files or reports to an invoice

An invoice can carry attachments, for example the inspection report you want the customer to see with the bill. On the open invoice, find the Attachments section and click Add New Files to upload; PDF, PNG, JPEG, JPG, DOC, DOCX, XLS, XLSX, MP4, MOV, M4V, and WEBM are supported.

Videos play right in the preview when you click their name, and technicians can record and attach them from the mobile app. Videos can be up to 5 minutes long.

Essential also includes a PDF copy of the invoice automatically whenever the invoice is emailed. You do not need to upload the invoice itself in the Attachments section.

When you create the invoice from a deficiency task that already has an inspection report, that report's PDF is attached for you automatically, so you don't have to add it by hand.

Where to find it: On the open invoice, the Attachments section, Add New Files

Related guides

• Add a line item to an invoice

• Apply a discount to an invoice

• Can I reverse a payment I recorded?

• Charge a customer's saved card for an invoice

• Create an invoice