Files - Automatically include specific file attachments when sending from Xero
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.
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Kathryn Moir commented
One of our customers likes to attached their Terms of Trade as a PDF to their quotes and invoice emails that get sent out from Xero. It would be great if you could add this PDF attachment to the default email template so that it automatically goes out with the quote or invoice, rather than having to remember to add it separately.
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Martin Milewski commented
I would like to attach my pricelist to every email invoice I send out from my files in xero like a link in the invoice email.
Also I would like to send my whole client base announcements via email eg price change or change to my terms and conditions through xero.
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Office Manager commented
Yes please - would help for T&C's
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Kenneth MacLeod commented
And also to Quotes - i.e. T&Cs
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Will Mullins commented
Yes please, this would be a valuable function and ideally having defaults option, with / without.
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Debbie Przybylski commented
Yes very critical in our business
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Almyra Rogador commented
Yes, we need this one as well.
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Mark Stevens commented
Yes this is a no-brainer - all features should be thought of in terms of reducing clicks !
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Paula Morel commented
It is unbelievably time consuming to check buttons / dropdowns for each invoice when attaching a file. So easy to send an invoice without attachment.
There should at least be some kind of default setting in invoicing where you can select either:
On - Always send all attachments with invoices
Off - Set at invoice level when sending ( as per existing process) -
Liza Galos commented
Would be very helpful to have this feature so that you can add T&C documents to all quotes and invoices.
We also attach product spec sheets - I have loaded these as attachment in the product file, yet it still doesn't appear in quote or invoice and I have to locate and reattach and make sure I then tick to attach. -
Dave Gronow commented
If you attach a file to your invoice, it's because it needs to go with it. I can't believe this is not automatic when emailing an invoice and that you have to check another box - it's too easy to forget and then creates more headaches.
Please fix this Xero - just tick the box as Default!
...this must be a very easy/quick code fix!
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Brian Smith commented
Can we enable the api to attach a file when passing from mycleanpos app
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Jamie Groves commented
Seems like this is often requested. I would love too for all the same reasons. Remembering to attach full T&Cs each time will be a pain to be honest.
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Paul Marsh commented
The ability to always send quotes with our Ts & Cs would be extremely useful
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Ron McMillan commented
Yup. Have certain documents I attach to every quote. Need to have it done automatically please.
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Leah Stewart commented
Would be very helpful to have this feature so that you can add T&C documents to all quotes and invoices.
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Cecily Gavin commented
I agree with this request. We have to presently manually add individual documents every month when invoicing and as has already been suggested this is quite time consuming - so with the option in settings one could then select if required so these would automatically attach would be excellent. Cecily
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AdminPaul Hodges (Admin, Xero) commented
Hi, I just thought I’d chip in with some details on how you might do this.
If the details you want to attach are the same every time, you could set up a Custom DOCX branding theme, and include your terms and conditions document as a second page on the invoice/quote template file.Your terms document is then included when you email your transaction.
If you have multiple invoice types, you could create a separate branding theme for each one, and choose the relevant theme when you enter the transaction. -
Sarah MacGregor commented
Really want this to add standard T&Cs to every quote
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Nicky McGregor commented
Although ideally would like a file attached to a particular email template.