Files & Storage

File storage lets you attach receipts, contracts, signed quotes, and photos to your customers so you keep a complete paper trail for every business relationship. Files are stored securely and counted against your plan's storage quota.

Every file you upload is tied to a customer. You can attach files to a customer note (for example, a signed quote alongside a comment) or upload them on their own as standalone files. Both appear together on the customer's activity timeline, and all files across your company are listed in one place on the Files page.

What you can do with files: - Attach documents and images to customer notes - Upload standalone files directly to a customer - Browse every file in your company from a single Files page - Search files by name, download them, and delete ones you no longer need - Track how much of your storage quota you have used

Files are uploaded from a customer's detail page, in the Activity section. You can either attach files to a note or upload them as standalone files on the customer's timeline.

Attaching files to a note: 1. Open a customer and find the Activity section 2. Click "Add note" 3. Write your note (optional) and click "Attach" to pick files, or drag files onto the area 4. Click "Add note" to save the note together with its attachments

Uploading standalone files: 1. Open a customer's Activity section 2. Drag files directly onto the timeline (without opening the note form) 3. The files are uploaded and appear as their own timeline entries

Allowed file types: - PDF documents - Images (JPEG, PNG, GIF, WebP) - Word documents (.doc, .docx) - Excel spreadsheets (.xls, .xlsx) - CSV and plain text files

The Files page (open it via the "View all files" link in the storage section of Settings → Billing) lists every file across your company, newest first. From here you can: - Search files by name - Download a file (opens a secure, time-limited link) - Delete a file (with a confirmation dialog) - See which customer each file belongs to, or whether it is a standalone file

Deleting a file removes it from both storage and the file list, and immediately frees up that space against your quota.

Each plan includes a fixed amount of file storage. The total size of all your uploaded files counts toward this quota.

Storage by plan:

Starter: 100 MB total file storage Pro: 5 GB total file storage Lifetime: 10 GB total file storage

The Files page shows a usage bar with how much storage you have used out of your total. The indicator turns amber when you pass 75% and red when you pass 90%, so you get a clear warning before you run out of space.

Per-file limit: Regardless of plan, each individual file can be up to 20 MB. The quota above is the combined total across all your files.

Freeing up space: Delete files you no longer need from the Files page or a customer's timeline. Space is reclaimed immediately, so you can keep uploading without changing plans.

Files in Invotify are always linked to a customer — there is no separate file attachment on invoices or quotes. Instead, you keep a customer's supporting documents (signed quotes, contracts, receipts, photos) on that customer's record, where they stay alongside the related notes and history.

Two ways files attach to a customer:

Attached to a note: When you add a note in a customer's Activity section, you can attach one or more files to it. The files show as chips beneath the note text, so the document and its context live together.

Standalone files: You can also drop files directly onto a customer's timeline without writing a note. These appear as their own entries, dated like any other activity.

Where to find a customer's files: - On the customer's detail page, in the Activity timeline (notes with attachments + standalone files) - On the Files page, where the customer's name is shown next to each of their files

Permissions: Anyone on your team with permission to manage customers can delete files. This keeps customer documents under the same access control as the rest of the customer record.