How To Include a File With An Invoice

PhotoBiz Quotes & Invoices allow you to send custom, line-item invoices to your clients so they can pay you online. Occasionally you may want to include or attach a file for your client to download with your invoice, this guide will walk you through how to include a file with your invoice.

STEP ONE

Log into your PhotoBiz account and click on FILES in the left-side menu.

STEP TWO

Click on the DOCUMENTS link at the top of the Files control panel.

STEP THREE

Upload the file you'd like to attach to the invoice you're sending to your client.

Pro Tip: You can upload JPG, JPEG, PNG, GIF, TTF, OTF, WOFF2, PDF, PSD, DOC, DOCX, XLS, XLSX, ZIP, ICO, MP3, JS, CSS, SVG. - if you have a file other than these types, you can create a .ZIP file and upload it to the file section to attach to your invoice.

STEP FOUR

Your uploaded file will be added to Your File Library. You can use the Sort By option to set to Date to make sure your most recent upload is the 1st file that's listed. Highlight and copy the link to the file.

STEP FIVE

Click on QUOTES & INVOICES in the left-side menu inside your PhotoBiz account.

STEP SIX

Click on INVOICES at the top of the Quotes & Invoices control panel and then click on the INVOICE NUMBER you want to include your file with.

STEP SEVEN

Click on the EDIT button on the upper, right side of the invoice.

STEP EIGHT

Click on OTHER DETAILS in the menu on the right side. This section will allow you to add custom text and link your file to your invoice that you're sending to your client.

STEP NINE

Highlight the text you want to attach your file to in your invoice and click on the INSERT LINK button.

Once the window pops up, paste the link to your file and CLICK on the OK button.

Scroll down to the bottom of the Other Details section and click on Save Changes. This will attach your file to your quote so when you send it to your client, they'll be able to download the file you've included prior to them paying their invoice.

Once you've sent your client their invoice, they'll have a link to download the file attachment similar to the screenshot below.

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