How to add a PDF Attachment to your Documents

For times when you need to send your customers information in addition to your invoices, such as terms and conditions, PDF attachments can be added to your documents to include this information. Please note, on the Android and Web versions of the Invoice2go application, this feature is only available for documents that are emailed. On iOS, attachments can be sent via email or text message. To add a PDF attachment to a document, please refer to the following steps. 

iOS and Android

  1. Open the document you wish to add an attachment to
  2. On the preview and manage screen, tap the paperclip icon 
  3. Select the PDF document you want to attach to your document (Limit 20MB)
    • You will now see the document on the preview screen and can preview it by tapping on it. 
    • You can remove the attachment by tapping the x in the top right corner of the attachment 
  4. Tap Send
  5. Tap Email (On iOS, you can also tap Text message)
    • This will generate an email or text message to your client with the PDF attached to the bottom of the email or top of the text message. It will not be on the actual document that you send. 
    • Text message option only available on iOS devices.          

Web

  1. Open the document you wish to add an attachment to
  2. From the Send tab, under the section labeled attachments, click on the Paperclip icon
  3. Select the PDF document you want to attach to your document (Limit 20MB)
    • You will now see the document under the Attachments section
    • You can remove the attachment by clicking on the x in the top right corner of the attachment 
  4. When you are ready to send your document, click on the Send button on the right side of the screen
    • Please note, the PDF will be attached to the bottom of the email itself. It will not be on the actual document that you send

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