Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: 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.
1Add a link to the PDF in the invoice email body
Use this if the PDF is already hosted somewhere you can link to.
Go to Settings > Invoicing > Email.
Click the Invoice tab.
Add the link to your PDF in the body of the email.
✓ Done · When the customer opens the invoice email, they see a clickable link to the PDF.
2Upload 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.
Go to Settings > Operations > Business Units.
Click Edit on the relevant business unit.
On the Edit Business Unit screen, click Upload on the Authorization Agreement field.
Select the file you want to attach to your invoices.
Click Save.
Repeat steps 2–5 for all relevant business units.
Caution: The PDF file must be optimized for web viewing to ensure faster loading and improved performance in browsers.
Note: Changes made to existing attachments are not retroactive — they apply only to new invoices and jobs created after the change.
✓ Done · New invoices for that business unit include the uploaded authorization agreement PDF.
3Send the PDF as a form
Use this if you want to include the PDF on a per-email basis at send time.
Upload a PDF form in ServiceTitan. See Add a PDF Form to ServiceTitan.
When emailing the customer, select the form in the Forms section of the email screen to include it.
✓ Done · The customer receives the invoice email with the PDF form included.
Still not working?
Contact ServiceTitan Technical Support at 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 ›
Upload a PDF form so you can include it on customer emails.
Old logo showing on invoice emails ›
Update the logo used in your invoice email settings.