---
title: "Can't attach a PDF to invoice emails"
slug: "how-to-attach-a-pdf-to-invoices-in-servicetitan"
updated: 2026-07-17T21:07:38Z
published: 2026-07-17T21:07:38Z
canonical: "help.servicetitan.com/how-to-attach-a-pdf-to-invoices-in-servicetitan"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Can't attach a PDF to invoice emails

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/anvil-wrench.png) Troubleshooting **Role:** Administrator · Bookkeeper · Office Admin**Area:** Invoicing, Invoice Email Settings · All versions

## **What you're seeing**

You want to send a customer a PDF — like terms, a warranty, or an authorization form — along with their invoice email, but you can't find a way to attach the file directly to the email.

This affects every invoice email, not a single one, because ServiceTitan doesn't offer a direct attach-a-file button on invoice emails.

## **Why this happens**

There is 1 common reason.

**Reason 1**

**ServiceTitan doesn't support attaching an arbitrary PDF file directly to an invoice email.** The invoice email screen can include forms and job attachments that already exist in ServiceTitan (through the Forms checkboxes, and the Include all attachments / Include all forms options when emailing from the Invoices list), but there is no attach-a-file-from-your-computer button. To get a standalone PDF to your customer, use one of three approaches instead: linking to the PDF, uploading it as a business unit authorization agreement, or sending it as a form.

## **How to fix it**

There's no single "right" path here — pick the option that fits how you want the PDF delivered. Most teams start with Check 1.

### **1****Add a link to the PDF in the invoice email body**

Use this if the PDF is already hosted somewhere you can link to.

1. Go to **Settings > Invoicing > Email**.
2. Click the **Invoice** tab.
3. Add the link to your PDF in the body of the email.

> [!NOTE]
> **✓ Done ·** When the customer opens the invoice email, they see a clickable link to the PDF.

### **2****Upload the PDF as an authorization agreement on the business unit**

Use this if you want the PDF attached to every invoice for a specific business unit.

1. Go to **Settings > Operations > Business Units**.
2. Click **Edit** on the relevant business unit.
3. On the **Edit Business Unit** screen, click **Upload** on the **Authorization Agreement** field.
4. Select the file you want to attach to your invoices.
5. Click **Save**.
6. Repeat steps 2–5 for all relevant business units.

> [!NOTE]
> **Caution:** The PDF file must be optimized for web viewing to ensure faster loading and improved performance in browsers.

> [!NOTE]
> **Note:** Changes made to existing attachments are not retroactive — they apply only to new invoices and jobs created after the change.

> [!NOTE]
> **✓ Done ·** New invoices for that business unit include the uploaded authorization agreement PDF.

### **3****Send the PDF as a form**

Use this if you want to include the PDF on a per-email basis at send time.

1. Upload a PDF form in ServiceTitan. See [**Add a PDF Form to ServiceTitan**](https://help.servicetitan.com/docs/add-a-pdf-form-to-servicetitan#add-a-pdf-form-to-servicetitan).
2. When emailing the customer, select the form in the **Forms** section of the email screen to include it.

> [!NOTE]
> **✓ Done ·** The customer receives the invoice email with the PDF form included.

## **Still not working?**

Contact ServiceTitan Technical Support at [**go.servicetitan.com/ask**](https://go.servicetitan.com/ask) with:

- Which delivery method you tried (link, authorization agreement, or form)
- The business unit name (if you used Check 2)
- The PDF file name and whether it was optimized for web viewing
- A screenshot of the invoice email settings or business unit screen
- Which checks from this article you already tried

## **Want to learn more?**

[**Add a PDF form to ServiceTitan ›**](https://help.servicetitan.com/docs/add-a-pdf-form-to-servicetitan#add-a-pdf-form-to-servicetitan) Upload a PDF form so you can include it on customer emails.

[**Old logo showing on invoice emails ›**](https://help.servicetitan.com/docs/changing-logo-in-invoice-email-settings) Update the logo used in your invoice email settings.