Want to include timesheets, receipts or other documentation when you invoice? You attach the files directly in the invoice window, right before you send the invoice.
How to add attachments to an invoice
In Invoicing, click New sale at the top of the left-hand menu. If you already have a draft, open it instead.
Choose the customer and fill in the invoice lines as usual.
Check that the delivery method is Send as an e-mail, Deliver as EHF-invoice, Send with mail from Catacloud or eFaktura.
Below the invoice lines, click Add attachment and choose the files. You can select several files at once.
Click Send invoice.
The screenshots show the app in Norwegian.
To remove a single file, remove it from the list of attachments. Remove attachments removes all the files at once.
The attachment disappears when I save the draft
Attachments are not saved with a draft. If you click Save draft with attachments added, you'll be asked «Attachments will not be saved with the invoice draft. Are you sure you want to continue?». If you answer yes, the draft is saved without the files.
Tip: Feel free to create the invoice as a draft first, but add the attachments when you open the draft again to send it.
Why can't I see the Add attachment button?
The delivery method is Print locally (PDF): you can't attach files then. Switch to another delivery method, or print the attachments separately.
You're creating a subscription: attachments can only be added to single invoices, not to subscriptions.
You don't have access to create invoices: the button is then greyed out. Ask an administrator for access.
Which files can I attach?
File types: PDF, images (PNG, JPG, GIF, SVG), spreadsheets (XLSX, XLS, ODS, CSV), TXT and XML.
Size: a maximum of 9 MB in total per invoice. If you go over, you'll see the message «Attachments exceeds total limit of 9 MB», and the invoice can't be sent until you've removed something.
Tip: If you have many pages of timesheets, it's worth combining them into one PDF. That's easier for the customer, and the file is often smaller.
Are the attachments included if I resend the invoice?
Yes. The attachments are stored on the invoice when it's sent, and are included when you use Resend invoice.
See also
When should you contact us?
Contact us in the chat if the customer hasn't received the attachment, or you can't add it. Include:
client,
invoice number and delivery method,
file type and approximate size of the attachment,
the exact error message, preferably with a screenshot.