Overview

When sending invoices from Subscript, you have the option to attach files — for instance, the contract PDF or a W9 form. Your invoice email to your customers can then include not only the invoice PDF, but also the other files you choose to attach.

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Sending invoice emails with attachments feature is only supported if you’re sending invoices out of Subscript (using your Gmail, Microsoft email [which are the recommended options] or [email protected] as a sender).

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Please consider sending invoices out of Subscript using your Gmail or Microsoft email for the best experience and more advanced features in Subscript.

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Default Attachments

When sending invoices from Subscript, you have the option to configure attachments that will be sent in all your invoice emails.

This can be done under Settings > Subscript Billing > Invoice Settings > Attachments:

Ad-hoc Attachments

You also have the option to attach files to specific invoices directly. You can do that in the invoice itself, by following two steps:

1. Click the green & Send button in the top right of the page, and
2. Attach Files in the next page, before sending the invoice.

1. Click & Send to go to the invoice sending preview.

2. Attach files.

Limitations

• (QBO-specific) If you’re using this feature to send invoices from Subscript, your customers will receive the attachments with their invoices. They are not automatically added to your QBO invoice though — only the invoice PDF is attached.
  • Noting that if you’re using Subscript to send your invoices (using Gmail, Microsoft or billing@subscript as the sender), the PDF invoice in QBO will be Subscript’s PDF. If you’re using Quickbooks to send your invoices, the PDF invoice in QBO will be the QBO invoice. In the 2nd case, your customers won’t receive other files over email too, as pointed above in this article.
  • If you want to vote this feature request (more attachments to be added to your invoice in QBO) to be added to our roadmap, please contact us at [email protected] 🙌🏼
• (Xero and Netsuite) If you’re using this feature to send invoices from Subscript, your customers will receive the attachments with their invoices. The files are not added to your invoices in your GL though.