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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Kevin Hales commented
Hi team, I think I may have missed the announcement to this thread, but it looks like the functionality within Xero has now changed that it remembers what you did last time when emailing an invoice? I've noticed that when I go to send invoices now, if there is a file marked to be attached in the main invoice screen, it now populates the tick box in the send email screen which is awesome!
Thanks so much for that, any chance that the final part of this, having Xero remember what my preference is when attaching files in the invoice screen and automatically populate that tick box as well please? -
Hayden Dobbs commented
It would be great to have the spec sheets that are added as a file to the product automatically attached.
Also super handy for Terms of Trade -
Kevin Hales commented
Hi team, I do like the layout of the new invoicing, and get that moving a customer base the size that Xero has across to a new platform for probably the most widely used feature outside of bank rec would have been a massive undertaking, but the fact that new invoicing doesn't let me configure whether I want to attach files as a default when sending invoices is a big issue for my business.
I know I should just remember to check that the box is ticked before sending an invoice, but to me good software is something that remembers things like that for me as a user.
I understand the cost of implementing a feature that may not be so critical or important to people can be prohibitive, and can see that only 216 people have voted for this one so suspect it's probably further down your list, but do you have any idea please of when you might be able to fix this please?
Every time I forget I have to resend the invoice to my client, then take more time to write an email to apologise to them for my mistake, then chastise myself for actually making the mistake, and finally end up here wondering when Xero will be able to solve this for me :)
Is there any light at the end of this tunnel for me please? -
Charlotte Ing commented
This would be very important for our client that sends invoices from a seperate invoicing system but uses Xero for statements & accounts. It would save time from needing to send the invoices customers hadn't received which would ultimately mean they get paid faster.
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Kathryn Slingsby-Johnson commented
Yes please - this is useful for proof of delivery
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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.