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.
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
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Dee Attwood commented
Hello Team, we have got a reply and this was what it said. So no solution. So we will unlink with the customers and supplies we have links form, considering its a legal requirement to have PDF copies of all of your bills. Seems a bit silly to use this function. Dee
Hi
Thanks for inviting us into your organisation. Hope you've been well.
It’s not currently possible to include attachments when sending bills and invoices via the Xero to Xero Network Key.
I’ve passed your feedback on to our product team for inclusion in their regular reviews.
If you need to send invoices with files attached, we'd recommend emailing them from Xero instead.
However this is a request that's already been raised with us and I've found an idea that's similar to what you’re suggesting in our Xero Product Ideas. This is where our customers can share and support ideas for change.
I’ve included a link to this where you can view and support the current idea or create a new idea to share your thoughts.
Xero Product Ideas: Xero Network - Include PDF of Invoice when sent with Xero Network Key
Kind regards
Nitika
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Dee Attwood commented
Hello Xero team,
We are receiving invoice form another Xero user via the Xero network, for some reason we are not getting any invoice attachments which means we have to get the supplier to then send us a email with an attached PDF copy so that we can attach the PDF copy of the bill to the invoice created by the Xero network.
This seems kind of redundant and very time consuming for something that is meant to make things quicker and easier.
Can someone please look into this and let us know why we are not receiving the invoices via the Xero network with the PDF copy attached already?
Regards
Muzz IT Tea -
Sue Irvine commented
So many clients have the Xero to Xero network with their customers but it's not being used to it's potential as the customers want PDF copies of the invoices with the email. I agree that it's important for audit purposes.
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Client Admin commented
Totally agree we need to be able to send the invoices as attachments, along with the stated tax code and account code.
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Andrew Imray commented
Please allow attachments to be included when sending invoices via the xero to xero network.
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Daniel Little commented
Totally agree here, makes no sense when you send an invoice via email you can and the client clicks the Xero link then they get a PDF but when you use the Xero Network Key they don't. That's a bit backwards.
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Helen MacGregor commented
This drives me mad that I can't see a PDF of the invoice. We're moving towards being a paperless office so it is crucial to have the PDF attached to the invoice in Xero.
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Clare Kendall C.FICB commented
The client needs the invoice for their records, without it HMRC could disallow the expense. Please prioritise this request.
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Liam McFadden commented
This would save a lot of admin time. The problem with sending invoices as emails is that XERO requires user to log in each time they open a received invoice even though they may already be logged in. It slows things down a lot adding time and cost to processing. Liam
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Michele Hunter commented
need to see the invoice for audit. Client may need to print a copy at a later date
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Yolande Roux commented
Yes this would be great. I need it in the business I am working in. I had to unlink it and go back to just emailing the invoices instead. Would be fantastic if I didn't have to do that.