new
Mobile Payments and POS
Mobile Payments : Attachments in Invoices and Estimates
Weāre excited to introduce a new way to enhance your invoices and estimates with supporting files. š You can now attach supporting files from mobile while creating invoices or estimates using Media Storage, your camera, gallery, or local files. This makes it easier to provide context, share documentation, and deliver more professional payment requests.
š
Whatās new
- Attach files to invoices and estimates: Add supporting documents directly while creating or editing invoices and estimates from the mobile app.
- Multiple file sources: Choose attachments from Media Storage, your camera, your gallery, or local files.
- Streamlined workflow: Add attachments without leaving your current flow or switching between tools.
š·āāļø How to use this feature
- Navigate to the Invoices or Estimates section and create a New Invoice or Estimate.
- Scroll to the Attachments section.
- Tap Add Attachment.
- Choose your file source:
- š Media Storage
- š· Camera
- š¼ļø Gallery
- š Files (local device storage)
- Select or capture your file (PNG, CSV, or PDF).
- The file will appear in the Attachments section with its file type and name.
Manage attachments before sending
- Tap an attachment to open the options overlay.
- Select Delete to remove it from the draft if needed.
- Review all attachments before sending your invoice or estimate.
ā ļø Limits to keep in mind
- Up to 10 files per invoice or estimate
- Total attachment size limit: 20 MB per document
