Choose the Files That Go With a Bill

Open a bill's Attachments panel to review its photos and documents. A file kept on the bill and a file included in the customer's email are separate choices. Check the Email switch for each attachment before sending.

Add Job Photos or Customer Files

When job photos are available, use Attach all or Choose which. You can also add a file from Other customer files, such as a work order, COI, or agreement. A customer document starts attached for your records with Email off.

New evidence added to connected work can appear on the associated bill. Review the attachments before sending instead of assuming every file should go to the customer.

Choose What the Customer Receives

Turn Email on to attach a file to the customer email, or off to leave it out of that email. Email off does not make an attached file private: files attached to the bill can still appear on its public bill link. Keep confidential paperwork on the customer record instead of attaching it to a customer-facing bill. Removing an attachment removes it from the bill; the original job photo or customer document remains on its source record.

A Bill That Was Already Sent

Changing the attachments does not rewrite the email the customer already received. Files added or removed here update the public bill link. Send the bill again if you need to deliver an updated email.

See Add Photos to a Job, Keep a Customer's Paperwork on File, and Send an Invoice.