Add an attachment to an Invoice

Workshop Software allows you to upload attachments to a customer invoice and then email those attachments to your customer if needed. This article explains how to add and send attachments.

Step 1: Open the Attachments Section

1. Open the invoice you want to add an attachment to — it must be an unprocessed invoice in your Transaction Centre. Attachments cannot be added to processed invoices.
2. Below the Customer and Vehicle information, find the blue bar called Attachments.
3. Click the down arrow on the far right to expand the menu.

Step 2: Upload the Attachment

1. Click the blue Choose File icon to select the document you want to upload.
2. Click the green Upload button.

Step 3: Email the Attachment to the Customer

1. Once uploaded, the attachments will stay saved to the invoice.
2. To email the attachment, click the Print icon at the far right of the blue Attachments bar.
3. Click the blue Add Attachments button to include the attachments with the email.

4. Click the blue Send with Email button. The email will be sent along with the attachment.

Good to Know

• Attachments can only be added to unprocessed invoices — you cannot add attachments to processed or finalised invoices.
• Uploaded attachments remain saved to the invoice for future reference.
• You can upload multiple attachments to a single invoice.

Also Explore

• Job Management — Feature Overview
• Dead Simple Invoicing — Feature Overview
• Workshop University: From Whiteboard to Digital — Modernising Your Job Management
• Getting Started: Customer Workflow Guide