This article covers how to attach a document to an invoice in Thryv Business Center™, including how to attach a file already saved in your documents library and how to upload a new file from your device. It also covers how your client views and downloads the attached document from their invoice and client portal.

This article does not cover attaching documents to estimates. 

Why Attach Documents to Your Invoices

Attaching documents to your invoices gives your clients everything they need to understand, approve, and pay all in one place. Instead of sending a separate email with a contract, photo, or PDF, you can include supporting materials directly with the invoice. This reduces back-and-forth communication and makes your business look more organized and professional to your clients.

How to Attach a Document to an Invoice

You can attach one or more documents to an invoice before sending it to your client. Supported file types include photos, PDFs, and other common file formats. Complete the line items on the invoice first, then follow the steps below to attach your document.

1. Open the invoice you are working on in Thryv Business Center. If the invoice is not yet created, add your line items before continuing.
2. Click the Attached Documents drop-down, which appears below the invoice line items. The drop-down expands to show two options: From My Documents and Upload New. The demonstration bellow shows the attached documents option in Thryv business center.
3. Select the source of the document you want to attach:
   • Click From My Documents to attach a file already saved in your Thryv Business Center documents library. A list of your saved documents will appear for you to choose from.
   • Click Upload New to attach a file from your device that has not been previously saved in Thryv Business Center. Your device's file browser will open so you can locate and select the file.

4. After selecting your file, click Add to attach the document to the invoice. The document will appear as an attachment on the invoice.

   

5. Click Send to deliver the invoice to your client. The message your client receives will include an indicator showing that a document is attached.

   
   How Your Client Views and Downloads an Attached Document

   Your client will receive the invoice, and the message will have an indicator that there is a document attached as shown in the image bellow.

   

When your client opens the invoice, the attached document is accessible through the Documents drop-down, which appears on the client-facing view of the invoice. Your client clicks the Documents drop-down to expand it, and the attached file appears as a link. Clicking the file name opens the document in a new browser tab.

Frequently Asked Questions

Can I attach more than one document to a single invoice?

Yes. You can attach multiple documents to a single invoice. Repeat the steps in the How to Attach a Document to an Invoice section above for each additional file. 

Can I remove or replace an attached document after sending the invoice?

No. you can not remove or replace an attached document after the invoice is sent to the client.

What file types can I attach to an invoice?

Thryv Business Center supports attaching photos, PDFs, and other common document formats to invoices. Each file must be 20 MB or smaller. Files larger than 20 MB cannot be attached and will not upload successfully.

Does attaching a document to an invoice cost anything extra?

No. Attaching documents to invoices is included with Thryv Business Center at no additional cost. No upgrade or add-on is required to use this feature.

Can my client edit or delete the attached document from their client portal?

No. Your client can view and download the attached document from their client portal, but cannot edit or delete the file. Only the business account holder can manage documents in Thryv Business Center.

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