What's attached to an invoice email

Every invoice you send your client carries the invoice itself, plus anything else you choose.

Always attached

• The invoice PDF (Invoice-{number}.pdf).
• The receipts PDF (Receipts-{number}.pdf), when the invoice has approved receipts. It combines every receipt, sorted by date, each headed with its number, category, and vendor. Multi-page PDF receipts are included in full.

Optional — tick them when sending

In the Send Invoice dialog, under Additional Attachments:

• Attach W-9 — your uploaded W-9. If you haven't uploaded one, you'll see Upload a W-9 instead.
• Attach W-4 — your uploaded W-4, or Upload a W-4.
• Attach Payment/Banking Info — a one-page payment info sheet with your bank details for ACH or wire payment. If you haven't added them, you'll see Add payment details.

These start unticked every time, so tick them on each invoice you want them on.

To upload W-9/W-4 files, see W-9 and W-4 documents. To add bank details, see Payment details and the payment info sheet.

If an attachment fails

• "Your W-9 could not be attached" (or W-4) — upload it again in Profile → Documents, or untick it.
• "Your payment details could not be attached" — check them in Profile → Banking Information, or untick Attach Payment/Banking Info.