Files - Control/edit the name of PDF files sent from Xero
Ability to edit the PDF name when sending PDF attachment from Xero.
Purpose: Users’ can name their attachment with their business name.
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.
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Melissa Dawe
commented
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
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Amy Adamson
commented
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
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Joanne Geary
commented
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. -
Chani Martin
commented
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
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Nicole Renshaw
commented
Also causing me some issues.
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Melissa Dawe
commented
This would also be ideal for quotes and any other invoice templates
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PPS Accounts
commented
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.
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Chris Rogan
commented
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!
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Robin Shaw
commented
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!
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Webster Creative
commented
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.