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For our business, this is critical to facilitate using the automated email function. We currently have to export the PDF invoices, change the filenames and email them manually to our clients. It's incredibly time-consuming and labour-intensive when we could be working smarter.

Hi

We would like to add our customer names onto the PDF names along with the invoice numbers. This make it easier to identify both invoice and customer invoices.

I'd say this is critical but for a slightly different reason. I process a number of self-billing invoices for clients. The Xero process is to adapt the Purchase Order template and use this to create the bill, then email it to Xero so it can be added as a bill on the client account. The one issue is the pdf file still says Purchase Order which isnt great when it goes out to the client. I'm going to adapt the covering email to alert the client to this error, but it isnt great given you can change all other elements and this is the way Xero advise you to process self-billing.

this is something we would also like to see implemented sooner rather than later, we send quite a lot of invoices but the majority are auto generated so not an option for us to manually rename, when i'm processing invoices received its so much nicer when the company name and invoice number is pre included on the attachment.

We'd like the PDF generated filename of a quote (or any invoicing template) to be customizable, e.g. instead of "Quote - QU-001", we need the "Quote" or "Invoice" or any other template part to be called what we'd like. Can this be done?

We have customized our quote templates to be called "Invoice Estimates" instead of quotes (we are in the insurance industry and need customers to pay us on Invoice Estimate initially. We have also changed the automatic prefix on them to be IE instead of QU and changed the wording in the automated Xero email when sending them out. However, the PDF attachment still comes out as "Quote - IE-001", and we want it to say "Invoice Estimate - IE-001".

I see some discussion around this customizable need here in Xero community, but it doesn't seem to have been addressed: https://central.xero.com/s/question/0D53m00005SiOQJCA3/can-i-change-the-invoice-file-name

I have created a RCTI using the Xero Help guide which suggests using a customised theme for Purchase Orders...the only problem is when the RCTI is attached to the email it is saved as a Purchase order with the PO Number...it would be great to be able to rename attachment

When I save an invoice to a PDF it formats the name as Invoice INV-0100, when I save a quote it saves it as Quote QU0078 (even though it is QU-0078), it also saves a PO as Purchase Order PO0235 (even though its PO-0235)
This is inconsistent.

xero is fantastic for creating quotes, attaching documents to them, and easily flowing through to generating PO's and invoices.
The only thing that is missing is Order confirmation
If documents sent from Accepted Quotes could be renamed Order Confirmation, we would be able to to our entire sales process from Xero.

Please Please consider this - it feels like an oversight that there is no order confirmation stage

Also causing me some issues.

This would also be ideal for quotes and any other invoice templates

Error Message: File not found. It may have been moved, edited or deleted.

The # they are using in PDF file names causing an issue/error in PDF files preview in File Explorer and Microsoft Outlook on Windows 10 or Windows 11 computers.

Can Xero remove the # from Purchase Orders and Quotes pdf file names ? No issue with Invoices.

The # that they stick in front of quotes causes an issue with Outlook when previewing. This is a bug, but the support team have told me to vote on this!

It would be helpful to be able to set the default naming protocol for the PDFs of invoices (and other docs) so we can add client's name to their invoices. Thank you!

It would be very helpful when Xero creates the pdf for the receipt that attaches to the email receipt, you should be able to dictate the name or have it at least be the the invoice number.