Billing Q&A: Adding Attachments to Email Statements

June 2023    Tags: ,

I’m sending out email statements to my clients, but I also need to include a cost schedule from a vendor showing their charges. How can I attach an additional file to my email statements?

When sending out email statements from Tabs3 Billing, you can edit the text and add additional files via the Email Preview window while reviewing your email statements.

To attach a file to an email statement

  1. In the Quick Launch, search for and select “Email Statements.”
  2. Select the statement to which you want to attach a file.
  3. Click View/Edit Email.
  4. Drag the file into the attachments section of the email.

Alternatively, there’s an Insert File button in the toolbar at the top of the window that allows you to browse and select files as attachments.

Note: Email attachments must comply with file size limitations in Outlook and your outgoing email server.

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