Enter your idea

Thanks for on-going support and input to the idea here.

We appreciate the importance of being able to attach a PDF of the invoice when it is sent from Xero and as an immediate action the team have made an update to the behaviour.

Now, when you send customer invoices from Xero ‘Attach PDF’ will be selected as a default.

We’re continuing to monitor the feedback and usage in this for consideration of further change.

💡 To help the team, we’d love some more insight from you all on how the default would best work for your business?

For example, at an organisation level – where all invoices sent from the organisation could be set to attach PDF? Or at a user level – where each user in an organisation could choose whether invoices they send have attached PDF?

It’s great to see this idea getting so much engagement – Thanks everyone.

Taking in recent comments, I wanted to give a little more clarity to the idea here, as it sounds like there are a couple of differing asks.

Right now, in both new invoicing and classic you can select to include a PDF of the invoice – See my image below.

A bit different to including files that you may have attached to an invoice when sending ( https://central.xero.com/s/article/Email-a-file-attachment#Attachafiletoanemail ).

Our product team are aware there are still some differences between new invoicing and classic, and we’ll keep developing to add functionality from classic to new invoicing – Not something we can give a timeframe around. You can stay in the know of upcoming features through our article here ( https://central.xero.com/s/article/Invoicing-in-Xero ) , we’ll let you know of any updates that impact the idea here.

Hi everyone, thank you for giving us your feedback here.
We have no update atm, but please keep voting and give us your input on how attaching PDF as default and sending a copy in a new invoicing feature can benefit your organisation.

We’ll round back here and let you all know if there’s any movement about this feature.