Add files in the editor's Files card: drop them on it, or choose Add > Upload files. Files can be up to 100 MB. A big file shows its progress as it uploads, with Cancel. Every file starts as Only you.
Who sees a file
Each file has a chip that says who sees it. On an estimate it is Only you or Client: nothing is paid on an estimate, so nothing on it waits.
- Only you: the file stays yours.
- Client: your client can download it from the invoice page now.
- Client, once paid: the file shows locked until the invoice is paid in full, then opens, and your client gets an email that it's ready. Refunds don't lock it again. Deleting a payment you recorded by mistake, or raising the invoice's total, does: those correct the invoice.
Sharing files with clients comes with a paid plan (Plans and Pricing). On a trial you can still attach files for yourself.
Links to files that live elsewhere
Deliver from Dropbox, Google Drive, WeTransfer or a gallery: choose Add > Add a link and paste the link's whole address, starting with https://. Before you add it you see the site it opens, and the row names the service (a link to an unknown site shows that site, never a known name). A link takes no storage, and an invoice or estimate can carry up to 20.
A link's chip works like a file's: shared Client, once paid, it shows locked until the invoice is paid in full, then opens. Your client sees its label and service, never the address, until it opens; each open shows in the invoice's activity. To change a link's address, remove it and add the new one; Edit label changes only its name.
Connecting a drive
Connecting Google Drive, Dropbox or another drive isn't built yet. Add > Connect a drive, or Settings > Files, lets you tell us which one you use; we'll email you when it's ready. Until then, add a link to a shared folder.
File storage
Your account has 2 GB of file storage on the Professional plan and 10 GB on the Company plan, for the files on its invoices and estimates, yours and the ones you share; a trial has its plan's. Plans and Pricing shows how much you use. When it's nearly full, Settings > Files lists your largest files first, so you can delete what you no longer need there; deleting from Settings > Files removes a file for good, while Remove in the editor can be undone.