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How to Attach an Invoice When Sending Documents

Attach Invoices to emails or directly to Documents in Event Temple. Link multiple items in emails or nest a single Invoice within a Document URL for easy client sharing and organized tracking.

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You can link Invoices and Documents in emails or attach an Invoice directly to a Document to share with clients.

Option 1: Attach Invoice and Document Links in an Email

  1. While creating an email, click the Invoice Links button at the bottom of the email body.

  2. Select the appropriate Invoice from the pop-up and click Invoice Link.

  3. To add multiple Invoices, click Invoice Links again.

  4. To link Documents, click the Document Links button instead.

  5. Click Send when ready.

Option 2: Attach an Invoice to a Document

  1. Open the Document.

  2. Click Attach Invoice to this Document.

  3. Select the relevant Invoice.

  4. Only one Invoice can be attached to a single Document.

Note: Using this option, the attached Invoice will appear as a separate tab within the same Document URL shared with the guest.

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