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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Will Mullins commented
Yes please! This would be so valuable. I also need to attach T&C's and would be a real benefit to automate for quotes.
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roland allen commented
This would be a very useful improvement. We would like to be able to bulk import invoices and auto attached related PDF files as listed in the import .csv file The invoice number and the PDF file would have the same name. We currently do this all manually
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Victoria Santamaria commented
I second all of the previous comments.
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James Crawley commented
This is a critical issue for us as with every invoice we have to send our terms and conditions
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Michelle Smit commented
This would be really useful to us for quotes!
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Ahmed Williams commented
Hi, I am in agreement with the comments below. We bulk upload our invoices as created in the Xero invoice template, then presently we need to attach the same document to each invoice (we run invoices in batches of 100). There has to be a simple way so that the documents can be attached to the invoices, either at the creation stage (before the approval process) or as the invoices are being sent out. Presently we need to open all 100 invoices and attach the documents separately.
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[Deleted User] commented
I agree this would be handy. I'd like to include our payment instructions PDF with our invoices. Ideally it could be APPENDED to the PDF invoice, but just including it as an attachment to each invoice (with the option to deselect if desired) would be quite handy.
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Jay Mann commented
Currently, if you wish to attach a file to an invoice for example, you must do this individually. This is a long task if files such as T&C's are wanting to be attached to all invoices. Consequently, it would be ideal if you could attach files to different transactions in bulk, or apply this in the invoice settings, to apply to all invoices under a branding theme for example, instead of having to do these individually.
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Mardi Sullivan commented
Yes please. It would be great to have this automatic function for quotes (aswell as invoices), similar to other comments we want to attach our booking TNCS / booking forms to quote/invoices.
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Hidde van Vliet commented
Please add this function so we can attach T&C to all quotations.
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Art on Glass - Sarah Rodney commented
This would be fantastic for Quotes, we would like to attach our T&C's as a document which automatically goes out with this document...without the need to attach to each Quote every time we email a Quote to a customer
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Jilliene Ruhle commented
At present due to Xero not having inventory, we need to do this for each invoice sent. It would save a lot of time and cost to our business.
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Mel Eckford commented
It would be useful if there was an option to automatically attach a document to ALL quotes (in settings) - we specifically want to have our purchase T & C's PDF attached to every Quote sent out - currently we have to manually attach to each - if we remember (though it is great that we can now send attachments with quotes)
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Kristy Liu commented
Yes. Please.
We need this function to send terms with invoices. -
Gianina Castro commented
Yes please! We have clients that are after this. They usually send receipts with an extra pdf after 50% deposit for the next steps, then an after care attachment when fully paid and installed.
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Kirsten Townsend commented
We really need this feature. The ability to automatically attach terms of service and/or our W9 to all invoices (including repeating) would be a game changer. We don't have time to check repeating every day and manually add attachments.
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Thomas Strickland commented
T&Cs like everyone else, currently it's sloppy.
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Tom Madderson commented
Would save us from having to manually attach PDF's of our T's & C's and Price list to every invoice.
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Tom Barrett commented
This would be great so that we could attach our T&C's to invoices! This is a small size file so should work ok for storage
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Concrete Bindings commented
I would have thought this would have been regarded as a basic optional function when invoicing especially when contract law requires additional info to be sent with an invoice eg CCA Construction contracts Act 2002. Please make this an urgent upgrade .