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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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 .
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Amy Posthuma commented
For a document to always automatically be attached to a Quote, for example Terms Of Trade. Without having to manually attach it every time, it will just always be there.
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Tanya Cameron commented
The attach file paperclip as per your comments box here is all you need to at least give us the opportunity to include timesheets, etc with the invoice as opposed to having to be automatic
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Vicki Hill commented
For construction purposes we need to attach this to every invoice
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Anika Cantell commented
absolutely!
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Julie Child commented
Yes please asap - we send out invoices with a timesheet attachment. Would save a lot of time if we can automatically set to (send attachment with invoice). At the moment we have to do this manually for each invoice
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Caroline Davenport Potter commented
absolutely! yes please asap!
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Paul Tant commented
I have as a client several membership organisations, they used to send out membership renewal invoices produced in Word manually in snail mail (which were then posted to MYOB!) which was sent with an annual update to members. We now have them in the 21st century providing membership invoices straight from Xero, but they'd like the ability to attach the annual update to the membership invoice email without having to individually attach to each invoice.
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Luke Harvey commented
Automatic file attachment: ability to be able to have files automatically attached to quote/invoices for example - public liability and workers compensation insurances