How to add attachments to a sent email

Access the Invoices Page:

    • From the sidebar, click on "Invoices" to access your list of invoices.

Select the Invoice:

    • Locate the specific invoice that you want to send as an email with attachments from the list. Click on the invoice to open it for viewing.

Edit Invoice:

    • Once the invoice is open, ensure that you are in "Edit Invoice" mode. This is indicated by an "Edit" button.

Add Attachments:

    • While composing the invoice, you can add attachments by scrolling down to the bottom of the invoice window. Here, you should see an option "Add Attachments."

Select Attachments:

    • Click on this option to open a file dialog box. Navigate to the location on your computer where the files you want to attach are stored.
    • Select the files you want to attach by clicking on them. You can typically select multiple files at once, depending on your platform.
    • Once you've selected the files, click "Open" or the equivalent option in the dialog box to attach the selected files to the email.

Preview and Send:

    • Look for the "Preview and Send" option, usually found on the right-hand side of the invoice editing screen. Click on it to proceed.

Sending Options:

    • After clicking "Preview and Send," a dialog box will appear with options for sending the invoice.

Add attachments to email

In the dialog box, there will be a a checkbox "Add attachments to email". Make sure you check it if you have attachments you wish to send.

Compose Email:

    • Above the attachment option for the invoice, you'll have the opportunity to compose the email associated with the invoice.

Send the Email:

    • After attaching the files and composing the email, click on the "Send" button or a similar option to send the email with the attached files.

By following these steps, you can easily add attachments to a sent email in InvoiceQuick. This feature allows you to send additional documents or files along with your email communication, providing your clients with the necessary information they may require.

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