How to Attach Files to Your Invoices and Estimates

Channel:
United States HighLevel
Subscribers:
69,200
Published on ● Video Link: https://www.youtube.com/watch?v=xEQbYLvyjy4


Duration: 0:00
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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/155000005408-attachments-in-estimates-and-invoices
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Learn how to add attachments to invoices or estimates, including PDFs, PNGs, and CSV files. Follow step-by-step instructions to upload and send files with your invoices or estimates.

00:00 Introduction to Adding Attachments
00:05 Why Attachments are Important
00:23 Navigating to Invoices and Estimates
00:34 Creating a New Invoice
00:38 Adding Attachments to Your Invoice
01:05 Uploading Different File Types
01:18 Sending a Test Email
01:34 Important Notes on Attachments
01:44 Conclusion and Next Steps



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