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183 results found

  1. Xero Network - Include PDF of Invoice when sent with Xero Network Key

    Automatically include PDF of invoice when sending it via Xero Network Key.

    Purpose: Some clients need to see the attachment of the invoice. It’s also good for audit purposes.

    85 votes

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    36 comments  ·  Business features  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, pleased to share that with the release of Xero to Xero in invoicing we've also provided the ability to include attachments with your invoice when sending, as well as the option to include a PDF copy of the invoice. See more detail on Xero Central.

    Currently this is live to all regions excepting Singapore which we're just doing a little more work to enable. I'll be back to share when Singapore users can also make use of this feature in Xero.

  2. Bills - Bulk create Purchases invoices

    Ability to create purchase invoices in bulk.

    Purpose: To save time rather than having to manually create purchase invoices one by one.

    7 votes

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    0 comments  ·  Business features  ·  Admin →
    Completed  ·  AdminHannah G (Admin, Xero) responded

    It sounds like you're looking to create supplier bills in bulk. If so, you can do this by importing them using a CSV template, which you can download from the 'Purchases overview' screen in Xero.

    There's more info on how to do this here: Import bills and credit notes.

  3. Invoices - Preview / Test Button for DOCX invoices

    Adding a preview button when creating an invoice with DocX.

    Purpose: To save time rather than to send a dummy transaction.

    8 votes

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    1 comment  ·  Business features  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, this is now possible in new invoicing. 🙂

    You'll find when you 'Preview' an invoice in new invoicing if you have applied an advanced branding theme template to the invoice your customised template will be visible.

    Alternatively, you can also Print PDF or use the 'Get link' to view the invoice, too. 

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