Share documents with a client

Attach your own PDFs to a booking: an invoice from your accounting tool, a quote or a call sheet. Your client downloads them from their booking page and their portal.

Add a document

1. Open the booking in Bookings.
2. Under Documents, keep Email the client switched on to send them the link, or switch it off to add the file quietly.
3. Select Add a PDF and pick the file.

The file shows under Documents with its size. Select Open to check it. Your client finds it under Documents from your name on their booking page, and on the booking in their portal.

What is allowed

• PDF files only, up to 5 MB each.
• Up to 5 documents per booking.
• A booking takes documents once it is confirmed. A cancelled booking keeps its documents and can take new ones, such as a credit note.
• Documents count toward your storage. Removing one gives the space back.

Remove a document

Select the bin beside the document, then Remove. Your client can no longer download it.

Note: Xposure does not create invoices. Raise them in your own accounting tool, which knows the tax rules where you work, and attach the PDF here.