Files - Automatically include specific file attachments when emailing Invoices
Ability to automatically attach a file to all invoices when users send an email out from Xero.
Purpose: To save time from having to manually attach the files.
Brian Smith commented
Our POS system creates the invoice in Xero and also attaches a detailed report with hyperlinks to the POS tickets. When we email the Invoice, we have to click on the attachment and tick the box for 'include with invoice' for each customer.
We need the ability when we create the invoice and attach the pdf for the customer that wee can also select this option to 'include with invoice'
Seb Van Harselaar commented
Also agree this feature would simplify sending invoices. Not having to click to attach will save a lot of time when doing bulk invoicing - tedious process at present stage.
Kristy Liu commented
We could including terms and conditions when email invoice. Please do add this function.
Tom Brighton commented
This feature would make life easier when managing invoices with Xero - please implement it.