How to Attach a File to an Invoice
Sometimes you may need to include a downloadable file with your invoice—like a contract, instructions, or other important documents. With PhotoBiz, it's easy to upload and link a file directly inside your invoice!
Here’s how to do it:
STEP ONE
GO TO YOUR FILES
- Log into your PhotoBiz account.
- Click on Files from the left-hand menu.
STEP TWO
OPEN DOCUMENTS
- At the top of the Files panel, click on Documents to access your document uploads.
STEP THREE
UPLOAD YOUR FILE
- Click the Upload button and choose your file.
- Supported file types include: JPG, JPEG, PNG, GIF, TTF, OTF, WOFF2, PDF, PSD, DOC, DOCX, XLS, XLSX, ZIP, ICO, MP3, JS, CSS, SVG.
💡 Pro Tip
If you’re working with an unsupported file type, just zip it and upload the.ZIP file instead.
STEP FOUR
COPY THE FILE LINK
- Once uploaded, your file appears in your File Library.
- Use Sort By > Date to bring the newest file to the top.
- Click to highlight and copy the link for the file you want to attach.
STEP FIVE
Click on QUOTES & INVOICES in the left-side menu inside your PhotoBiz account.
STEP SIX
OPEN YOUR INVOICE
- Click on Invoices at the top.
- Select the Invoice Number you want to add the file to.
STEP SEVEN
EDIT THE INVOICE
- Click the Edit button in the top-right corner of the invoice.
STEP EIGHT
ADD THE FILE LINK
- In the right-hand side menu, click Other Details.
- This is where you can add a message and insert your file link.
STEP NINE
LINK YOUR FILE
- Highlight the text you want to use as your download link (like "Click here to download your file").
- Click the Insert Link button (🔗 icon).
- Paste your copied file URL into the popup window.
- Click OK, then Save Changes at the bottom.
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🎉 That’s it! When you send your invoice, your client will see a link they can click to download the file before making their payment.
