To attach a document when sending an insurance claim email, follow these simple steps:
Select the Invoice:
In the billing section, choose the invoice you want to send to insurance.
The client's information and the insurance company's email will automatically fill in.
Attach Your Document:
Scroll to the bottom of the screen and add the document.
Once attached, you'll see it at the bottom of the email.
Send the Email:
Click the "Send Mail" option to deliver the email with the attached document.
Note: The document does not save to the invoice. If you need to resend the claim, you'll need to attach the document again.