When you email an Invoice from the Preview and Send screen, you can attach files from the Customer's existing Attachments, from their linked Dropbox folder, or upload new files directly, all in the same email.
Before you start
- To attach the Customer's existing files, your account must have the File Attachments setting enabled (Account Settings). This is on by default, and the Customer must already have at least one file uploaded to their Attachments tab.
- To attach Dropbox files, your account must have the Dropbox integration set up, and the Invoice's Contract or Customer must have a linked Dropbox folder.
Attach files when sending an invoice email
You choose which files to attach from the same Preview and Send screen you already use to email the Invoice.
To attach files to an Invoice email
- Open the Invoice, or select multiple Invoices from the invoice list.
- Choose Preview and Send from the Invoice's action menu, or as a bulk action for the Invoices you selected.
- Under Attach Files, select one or more of the Customer's existing files.
- Under Dropbox Attachments (if shown), select one or more files from the linked Dropbox folder.
- Under Extra Attachments, optionally upload new files directly by browsing or dragging and dropping them onto the control.
- Optionally, select Store Extra Attachments to also save any files you uploaded under Extra Attachments to the Customer's Attachments record after sending.
- Complete the rest of the email fields and send.
If no files are selected or uploaded, the Invoice email sends normally without attachments.
Attachment limits
Across Attach Files, Dropbox Attachments, and Extra Attachments combined, an Invoice email allows:
- Up to 25 attached files total.
- Up to 10MB of attached files total.
- No executable or log files:
.exe, .dmg, .log, and .cmd files are blocked, along with their equivalent MIME types.
If you exceed either limit, or attach a blocked file type, Maxio shows an error and you must remove files until the email is within the limit.
For a single Invoice, see Export Invoice as PDF, which also uses the Preview and Send screen.
To send Invoice emails in bulk from the collections dashboard, see Manage Open Invoices.
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