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How to attach the PDF to the invoice and estimate email

Learn how to attach the PDF to the invoice and estimate emails.

Invoicer avatar
Written by Invoicer
Updated over a week ago

To attach the PDF directly to the invoice and estimate emails that are sent from Invoicer, please follow the steps below.

Invoices

  1. Go to Settings > Invoice

  2. Scroll down to the Send Invoice Options

  3. Turn on:

    The on/off toggle to Include the estimate PDF as an attachment to the sending email

Once enabled, the invoice PDF will be attached to the sending email.

Estimates

  1. Go to Settings > Estimate

  2. Scroll down to the Send Estimate Options

  3. Turn on:

Once enabled, the estimate PDF will be attached to the sending email.

Please note, any changes made to an invoice or estimate, after it is sent, will not update the PDF that was sent in the email. You will need to resend the document so your client has the up to date document.

You must have an active paid subscription to attach PDFs to emails.


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