In this tutorial, you’ll learn how to automatically include static files, like payment terms, terms of engagement, or PDFs in the emails you send through Xero or QuickBooks Online, using Paidnice.
Whether you're sending invoices, quotes, reminders, or statements, Paidnice lets you ensure these documents are always attached, without any manual effort (or human error)
In this video, you’ll learn how to:
Upload files to the Files section in Paidnice.
Attach files to email templates (e.g. invoices, quotes, reminders).
Include multiple attachments per email.
Preview and test your emails before sending.
Example: You might want to include your terms of engagement with every quote, or attach your payment terms to every invoice reminder.