# Attachments in Estimates and Invoices

> You can now attach up to 10 files (with a 20MB total size limit ) directly to your estimates, invoices, recurring invoices, and estimate templates . This…

- Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/attachments-in-estimates-and-invoices
- Section: Payments / Invoices & Estimates
- Reading time: 1 min
- Images: 3, each explained below
- Modified on Fri, 30 May, 2025 at 3:48 PM

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You can now attach up to **10 files** (with a **20MB total size limit**) directly to your **estimates, invoices, recurring invoices, and estimate templates**. This new feature allows you to include supporting documents like specifications, terms, or visuals—helping you deliver a more professional and informative package right from the start. Read on to learn how to use attachments and make your client communication more seamless.

**TABLE OF CONTENTS**

-   [What’s New?](#whats-new)
-   [Feature is available in:](#feature-is-available-in)
-   [How to Use?](#how-to-use)
-   [Why We Built It?](#why-we-built-it)
-   [What’s Next?](#whats-next)

## **What’s New?**

-   Users can now attach up to 10 files to an estimate which will go along with the email.
-   Total file size limit is 20MB per estimate.
-   Attachments provide flexibility to include additional documents like specifications, terms, or visual materials.

## **Feature is available in:**

-   Invoices
-   Recurring Invoices
-   Estimates
-   Estimate Templates

## **How to Use?**

-   Go to the Estimates section under the Payments tab.
-   When creating or editing an estimate, look for the attachment icon.

![How to Use? (image 1 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047518869/original/F0DzFLiBSv9-9JWfmR_JM4rUKWySC8FIWQ.jpeg)

**How to Use? (image 1 of 3)**

This screenshot appears in the "How to Use?" section of "Attachments in Estimates and Invoices". The text alongside this image reads: Go to the Estimates section under the Payments tab. When creating or editing an estimate, look for the attachment icon. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Click the icon to upload files from your device.
- Where to go: Go to the Estimates section under the Payments tab. When creating or editing an estimate, look for the attachment icon.
- Fields: Users will receive these attachments in the emails, Editing in recurring invoices, Editing in invoices with payment schedules, Reminder configurations within business hours
- Next: Click the icon to upload files from your device.

Full procedure:

1. Go to the Estimates section under the Payments tab.
2. When creating or editing an estimate, look for the attachment icon.

-   Click the icon to upload files from your device.

![How to Use? (image 2 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047518867/original/adNlY50FyXe_SG4UhF9C-Xipi4BCTBOELw.jpeg)

**How to Use? (image 2 of 3)**

This screenshot appears in the "How to Use?" section of "Attachments in Estimates and Invoices". The text alongside this image reads: Click the icon to upload files from your device. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Ensure that the total size of all attachments does not exceed 20MB. Users will receive these attachments in the emails.
- What to click: Click the icon to upload files from your device.
- Fields: Users will receive these attachments in the emails, Editing in recurring invoices, Editing in invoices with payment schedules, Reminder configurations within business hours
- Next: Ensure that the total size of all attachments does not exceed 20MB. Users will receive these attachments in the emails

Full procedure:

1. Go to the Estimates section under the Payments tab.
2. When creating or editing an estimate, look for the attachment icon.

-   Ensure that the total size of all attachments does not exceed 20MB.
-   Users will receive these attachments in the emails

![How to Use? (image 3 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047518868/original/v8UaL4OoNIIy65-U49tEWK2vM7i9wc8CBg.jpeg)

**How to Use? (image 3 of 3)**

This screenshot appears in the "How to Use?" section of "Attachments in Estimates and Invoices". The text alongside this image reads: Ensure that the total size of all attachments does not exceed 20MB. Users will receive these attachments in the emails. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: To streamline sharing of detailed and supporting documents with clients. Provides a professional, comprehensive package within the estimate. Helps users communicate clearly, avoiding back-and-forth exchanges for additional details.
- What this covers: Ensure that the total size of all attachments does not exceed 20MB. Users will receive these attachments in the emails
- Fields: Users will receive these attachments in the emails, Editing in recurring invoices, Editing in invoices with payment schedules, Reminder configurations within business hours
- Next: To streamline sharing of detailed and supporting documents with clients. Provides a professional, comprehensive package within the estimate. Helps users communicate clearly, avoiding back-and-forth exchanges for additional details.

Full procedure:

1. Go to the Estimates section under the Payments tab.
2. When creating or editing an estimate, look for the attachment icon.

## **Why We Built It?**

-   To streamline sharing of detailed and supporting documents with clients.
-   Provides a professional, comprehensive package within the estimate.
-   Helps users communicate clearly, avoiding back-and-forth exchanges for additional details.

Note: Attachments are only sent when the invoice is sent for the first time and not for the ones that are subsequently scheduled.

## **What’s Next?**

-   Editing in recurring invoices
-   Editing in invoices with payment schedules
-   Reminder configurations within business hours

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com