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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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.
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Nathan Jenkins commented
Yes, I can’t believe that files aren’t automatically attached. That’s the whole reason why you attach Files for is to send them to clients such a time waster.
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John Bassil commented
It would be also beneficial to have this added to the quote function too. For standard documentation to be included with the quote.
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Andrew Thom commented
This would be a great help as I'm legally required to send a specific document with each invoice.