How to Attach a File to an Invoice

Sometimes you may need to include a downloadable file with your invoice—like a contract, instructions, or other important documents. With PhotoBiz, it's easy to upload and link a file directly inside your invoice!

Here’s how to do it:

STEP ONE

GO TO YOUR FILES

• Log into your PhotoBiz account.
• Click on Files from the left-hand menu.

STEP TWO

OPEN DOCUMENTS

• At the top of the Files panel, click on Documents to access your document uploads.

STEP THREE

UPLOAD YOUR FILE

• Click the Upload button and choose your file.
  
  
• Supported file types include: JPG, JPEG, PNG, GIF, TTF, OTF, WOFF2, PDF, PSD, DOC, DOCX, XLS, XLSX, ZIP, ICO, MP3, JS, CSS, SVG.

STEP FOUR

COPY THE FILE LINK

• Once uploaded, your file appears in your File Library.
  
  
• Use Sort By > Date to bring the newest file to the top.
  
  
• Click to highlight and copy the link for the file you want to attach.

STEP FIVE

Click on QUOTES & INVOICES in the left-side menu inside your PhotoBiz account.

STEP SIX

OPEN YOUR INVOICE

• Click on Invoices at the top.
• Select the Invoice Number you want to add the file to.

STEP SEVEN

EDIT THE INVOICE

• Click the Edit button in the top-right corner of the invoice.

STEP EIGHT

ADD THE FILE LINK

• In the right-hand side menu, click Other Details.
• This is where you can add a message and insert your file link.

STEP NINE

LINK YOUR FILE

• Highlight the text you want to use as your download link (like "Click here to download your file").
  
  
• Click the Insert Link button (🔗 icon).
  
  
• Paste your copied file URL into the popup window.
  
  
• Click OK, then Save Changes at the bottom.

🎉 That’s it! When you send your invoice, your client will see a link they can click to download the file before making their payment.