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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Paul Tant commented  ·   ·  Report

    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.

  • Luke Harvey commented  ·   ·  Report

    Automatic file attachment: ability to be able to have files automatically attached to quote/invoices for example - public liability and workers compensation insurances

  • Peter Dodds commented  ·   ·  Report

    Add photos from library to invoices so customer can see work completed just like new quotes

  • Peter Dodds commented  ·   ·  Report

    Add photos from library to invoices so customer can see work completed

  • Kathy Skinner commented  ·   ·  Report

    Would love this function when creating draft group invoices to be able to attach a specific document to every invoice at the same time rather than having to do each one individually later on and possibly missing one.

  • Jon Robson commented  ·   ·  Report

    We would like to attach an aftercare document to all invoices for our patients.

  • Zhi Lee commented  ·   ·  Report

    I need the ability to automatically attach a timesheet. This is a huge deal breaker for me

  • Sarah Lumb commented  ·   ·  Report

    Our terms and conditions page is a whole A4 Sheet and cannot be added to the terms section. If we could automatically have this as part of the invoice as a page two this would be great

  • Brian Smith commented  ·   ·  Report

    Our POS system creates the invoice in Xero and also attaches a detailed report with hyperlinks to the POS tickets. When we email the Invoice, we have to click on the attachment and tick the box for 'include with invoice' for each customer.
    We need the ability when we create the invoice and attach the pdf for the customer that wee can also select this option to 'include with invoice'

  • Seb Van Harselaar commented  ·   ·  Report

    Also agree this feature would simplify sending invoices. Not having to click to attach will save a lot of time when doing bulk invoicing - tedious process at present stage.

  • Kristy Liu commented  ·   ·  Report

    We could including terms and conditions when email invoice. Please do add this function.

  • Tom Brighton commented  ·   ·  Report

    This feature would make life easier when managing invoices with Xero - please implement it.

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