There are two different ways you can send documents to a client.
- Attaching a document or folio to an invoice
- Adding a document when sending an email
Attaching a Document or Folio to an Invoice
Attaching a document or folio to an invoice ensures your client has all the necessary details related to that invoice. Once uploaded, the document is automatically included whenever the invoice is sent to the client on ROH and when the invoice gets paid.
Adding a Document when Sending an Email
If you need to send an additional document, you can select any file already uploaded to the booking documents and include it in the email. This document will be included on this specific email to client.
Don't know how to upload files to your booking documents? Learn how to upload files here.
What does my client see when they receive an email with documents?
When a document is sent—whether it's attached to an invoice or added as an item on the email—your client will receive it as a downloadable file in the email.
