Skip to main content

Adding attachments to invoices/estimates sent from Zervant

E-mail

To add an attachment, click on Choose file... in the email or e-invoice sending window. All major file types are supported (e.g. pdf, zip, jpg etc.) and the maximum size of all attached files that can be sent in a single email is 20MB. Please note, that this feature is a Premium Feature, and as such you need a Premium plan to use it.

When you use Zervant to send your document vs. your own email, the invoice or estimate is always automatically added as an attachment to the email.

 

E-invoices

You can also add attachments to e-invoices.

Note! When you send an e-invoice, the attachment file can only be in PDF format.

When you are sending an e-invoice and you are in the window where your customer's information is displayed, click on Choose file....

choose_file.png


 

Was this article helpful?
3 out of 18 found this helpful
Have more questions? Submit a request