Billing Q&A: Adding Attachments to Email Statements

June 2020    Tags: ,

I’m sending out email statements to my clients, but I need to include an invoice from a vendor with one client’s statement to show the costs. How can I attach this invoice to my email statements?

You can add additional files to a statement and make other changes via the Email Preview window.

To add an attachment to Email Statements

  1. From the Statements menu, select Email Statements.
  2. Select the statement to which you want to attach an invoice.
  3. Click the View/Edit Email button.
  4. Click the  (Insert File) button and select the desired file. Alternatively, you can drag and drop the file into the bottom section of the Email Preview window.
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