Ability to attach additional documents/pdf's to invoice's when sending the invoice email.
Roofers - ability to send the contract with addendums and/or revised insurance scope as an attachment when sending the final invoice to the client.
Supplements service's- Send new negotiated scope to the client with final invoice.
Thanks for submitting this! While sending using the “Email Invoice” feature doesn’t give you the option to add other attachments, you can send the invoice PDF from the Activity Tab using the Add Note > Send Email option. There, you can add any other attachments from that job/contact or from your device. You can also do this with the Email option on our mobile app.
Give that a try and if you have further questions, please contact firstname.lastname@example.org or call 855-964-6287.