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.
53
votes
AdminXero Team
(Admin, Xero)
shared this idea
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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.