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
AdminXero Team
(Admin, Xero)
shared this idea
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Ashima Gupta
commented
At present I need to merget Invoices and Other Documents which i have already uploaded. Request to enable the feature.
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S&A Quality Assurance
commented
Clients can view and download invoice attachments after paying the invoice. Lawyers, accountants, engineers, architects, can benefit from automatically being paid for their reports, documents etc before clients can get access to them.
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Andrew Brett
commented
This feature has become critical to our needs too. Please Xero add this asap.
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Jolyn Koh
commented
This is very helpful as it save a lot of time to combine the supporting documents manually.
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Tasman Simkins
commented
Many of our clients need the invoice and attached files be submitted in one PDF document that their systems can handle.
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David Boyd
commented
As a new user I was surprised that this was not an available feature! It means that we have to generate the invoice, combine with the attachment and then send outside of Xero. More work than my old software!
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Aine O'Malley
commented
It would save a lot of time because some of our clients request this and it delays our payment if it is not correct