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Sales Invoices - Combine Invoice file and attached files into one PDF when sending

Ability to combine sales invoice and attachments into one PDF when emailing/printing

Purpose: To ensure all documents are sent to the customer, and make it easy for customer to reference all documents together

88 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Chris Crowe commented  ·   ·  Report

    Lots of clients requesting invoices and other documents combined as one PDF. Would be super useful

  • David Smith commented  ·   ·  Report

    Yes please, this would be perticualy handy for quotes. the ability to bundle drawings and other information into the one documant. I have been merging PDF's with invoices and quotes externaly, then emailing them on.

  • Corey Anolik commented  ·   ·  Report

    This essential in sending detailed invoicing to my vendors.

  • Hennie Muller commented  ·   ·  Report

    It would be of great importance to have it in 1 PDF-file.

  • Dipole Admin commented  ·   ·  Report

    Think about AP processes for customers that use Oracle financials or similar. The attachment gets dropped (same as Xero when processing email bills!) and renders it useless.

  • Heather Ford commented  ·   ·  Report

    I support this idea as we have had customers requesting this.

  • Nicolle Moore commented  ·   ·  Report

    This would be fantastic, I have a client on MYOB who I could move over if this is an option in Xero. It would be worth re-training the staff to streamline their processes.

  • Julia Waghorne commented  ·   ·  Report

    Yes please. This is needed. Seems some paperless aps do not accept multiple documents if attached as extras. Please make it so you can toggle a "Add Attachments to Invoice to make into one document". Otherwise it means we have to print, then scan back in as one document or pay for a whole other app to do this. Not very paperless or streamlined.

  • Victoria Fray commented  ·   ·  Report

    This is a requirement for my customers - they will not accept invoices with separate attachments. Please Xero, it looks like this has been a popular request with Xero users for a while now - are you responding to the calls to make this possible within Xero?

  • Owen Keane commented  ·   ·  Report

    This has been in the backlog for several years and is available is similar products.

  • Emily Aspden commented  ·   ·  Report

    This is critical for us. Some of our clients require invoice and supporting documents in one pdf, otherwise the invoice won't get approved for payment. Therefore I have to send the invoice to myself first, download the pdf, merge it with the supporting docs on Adobe, then send the email to the client with with the new merged pdf. With multiple invoices a week it's a really tedious and lengthy task when it really needn't be!

  • Kayla Barry commented  ·   ·  Report

    This is a must! Our customers will not accept invoices unless the invoice and supporting work schedule is provided as a single combined PDF.

  • Marnie Hrsto commented  ·   ·  Report

    Our customer will not accept invoices unless the invoice and supporting work schedule is provided as a single combined PDF. This customer is a major multi-national with likely hundreds of thousands of suppliers who use Xero who also need this function, So in reality, the number of votes on this suggestions should really be 'off the charts'!

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