Enter your idea

Yup. Have certain documents I attach to every quote. Need to have it done automatically please.

Would be very helpful to have this feature so that you can add T&C documents to all quotes and invoices.

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

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.

Really want this to add standard T&Cs to every quote

Although ideally would like a file attached to a particular email template.

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.

It would be also beneficial to have this added to the quote function too. For standard documentation to be included with the quote.

This would be a great help as I'm legally required to send a specific document with each invoice.

Yes Please. This would be a great help to us as we need to send warranty and maintenance documents with quotes and final invoices. We have several different types depending on the order and the girls are having to constantly upload for every quote and final invoice. If we could create a template for each type it would certainly simplify by saving work and time.

Yes! I'm looking into using the standard templates for Statements, now that they include links to invoices (but custom templates don't). On the standard templates there doesn't seem to be a way to include a link to the terms and conditions on our website in the terms field. We have this link on all of our invoices, which use custom templates.

Yes please!! This would be so helpful to auto include T&C's

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.

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

I second all of the previous comments.

This is a critical issue for us as with every invoice we have to send our terms and conditions

This would be really useful to us for quotes!

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.

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.

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.