Add attachments, work orders, and forms to invoices

Include extra files and work order output with invoice documents.

You can include extra invoice content through the layout and scheme settings.

Use these options when the customer should receive more than the invoice PDF alone.

Invoice layout — embed attachments in the invoice PDF and include the work order PDF
Invoice scheme — attach forms and other default files to the invoice flow

Go to Invoices.

Click the cogwheels in the top right.

Open the invoice layout you want to use.

At the top of the layout, choose the options you need:

Save the changes.

In the same invoice settings area, open the invoice scheme you want to edit.

Enable the option to attach forms when that output should be included.

Save the changes.

Keep the final invoice PDF reasonably small.

Large attachments can cause PDF generation or email delivery issues.

Last updated 3 months ago

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