How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.

Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.

What You Can Attach

This feature is available in:

• Invoices
  

• Recurring Invoices
  

• Estimates
  

• Estimate Templates
  

You can upload files like:

• Product/service specifications
  

• Terms and conditions
  

• Reference images or mockups
  

• Signed agreements
  

• Any supporting documentation under 20MB total

How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

• Navigate to Payments > Invoices & Estimates > Invoices
  

Step 2: Create or Edit a Document

• Select an existing estimate/invoice or click to create a new one.
  

Step 3: Click the Attachment Icon

• Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

• Select files from your device (up to 10 files, 20MB total).
  

• You’ll see your files listed after uploading.

Step 5: Send It Out

• When the invoice/estimate is emailed to the client, the files are included in the initial email.
  

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.

Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

• A detailed scope of work (PDF)
  

• Visual mockups (JPEGs)
  

• Payment terms (PDF)
  

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.

Tips for Best Use

• Compress large files before uploading to stay within the 20MB limit.
  

• Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.
  

• Only include essential documents to avoid overwhelming the recipient.
  

• If you need to resend, create a new invoice or manually email the attachments.