Subscription Invoices - attach as pdf
We receive an email each month with a link to the invoice, which we can then print to a pdf to download & attach to another email to send to Hubdoc or Xero Bills.
Many businesses have a 'do not click links' policy.
Please attach the pdf invoice to the original email to save all your users those extra clicks.
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Terry-Anne McPhail
commented
When Xero sends out their subscription invoice each month to subscribers, the email should contain a PDF to make it easy to drag to Hubdoc, spend money or into a recurring bill, or forward the email to Hubdoc.
By providing a link only, Xero has instilled on us what may be the slowest way of getting the bill into our Xero file.
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Pamela Kroon
commented
It is very time consuming to have to download invoices, save to computer then upload to Hubdoc or similar. If attached to email you can just drag to Hubdoc on another screen.
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Jen Whalen
commented
Please address this. This should be simple and would streamline processing for a large number of clients.
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Theresa King
commented
the attachment needs to be included in the email so that those organizations using external APPS for extraction and approval (due to Xero not being adequate int his space) can easily forward on the invoice without having to download, save and then send on. Creates inefficiencies with no PDF attachment.
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I A Smales
commented
Please speed up this very simple change to add the pdf to the monthly subscription emails
Thank you
Merry Christmas -
Aaron Angel
commented
Xero knows this feature would be useful, because it has built and acquired tools that automate business tasks using attached invoices and receipts. Please add this feature, it's a no-brainer and easy to add. Give it to a newbie to help them get their feet wet.
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David Trethewey
commented
Yeah. good idea
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David Trethewey
commented
I need a pdf version of the invoice to be sent to me with the online subscription invoice - same as when I send an invoice to my customers. I now have to spend 5-10 minutes going to the website, downloading a copy then sending it to myself so that I can print it for ATO records, and have a permanent email record of the actual invoices, not just a link to another site. Then I can spend that time doing billable work, not duplicating something Xero can do with a software setting...
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Sam Rugless
commented
Also supporting documentation. With the new system it creates a link in the email, but a lot of customers are missing this and requesting us to send the supporting documentation as a PDF. Please include this with the original invoice email.
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Benedict Addis
commented
Two years and still nothing! It does seem like a (poor) attempt at lock-in by Xero
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I A Smales
commented
TO XERO
Subscription Invoices
PLEASE attach the pdf invoice to the original email to save all your users those extra clicks.It really will save everyone a shed load of time
Thank you -
Charles Clare
commented
Xero invoices are the most time consuming to process as they don't attach PDF invoice.
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Nicholas Rose
commented
Include the XERO monthly subscription invoice as a PDF attachment in the email I get. Simple.
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Heather Palmer
commented
Opt in for einvoices - Go into your BILLS screen and you will see the option in the screen shot added and you wont need to add the subscription invoice into xero via the email or any other way like hubdoc either.
Once you have done the above go into the subscription & Billing area, select Manage Subscription, select the menu BILLING ACCOUNTS to the right of the name there are three dots click on that and select EDIT BILLING CONTACT around the middle of that screen there is an option for xero bills to be e-invoices, check the box put in your abn and confirm. - It works like a dream, I get all my clients to do that as well, and the ones I hold the subscription for I have done it as well.
FOR ALL USERS THAT HAVE COMMENTED BELOW PLEASE READ THIS
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Renewal Admin
commented
This. Honestly. Xero buys Hubdoc which is supposed to make life easy by automating the processing of vendor invoices - and it truly does! It's wonderful.
But I have exactly TWO vendors out of 29 that this does not work with. One is Xero.
When I signed on with Xero fifteen or something years ago, it was the leader in the field of integrating with other apps and making life easy. Now all the accounting software does this, and Xero itself doesn't make the simplest changes to improve things.
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Aaron Angel
commented
"Get back to what you love with Xero accounting software." This is on Xero's front page today.
It would be great if Xero lived up to its own hype. The option of getting Xero invoices in Xero would be great, but an email with a PDF would be even better. I could set an auto-forward rule for Xero's PDF receipt to go to BILL or Divvy or both, saving us time. Isn't that Xero's thing, saving time?
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Jason Smith
commented
I agree - this would save time as I manage 4 Xero companies and logging to each one for the monthly Xero invoice is a pain.
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Nic Clark
commented
It would be very helpful to have invoices attached so they can go straight into Hubdoc. I don't understand why they're not attached, or at least the option to have them attached, especially with the Hubdoc facility!
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Nicola Craig
commented
Totally agree with this suggestion! Especially when using Hubdoc!
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Anthony Sacca
commented
This functionality of it appearing directly in you bills payable is available under the new eInvoicing system which Xero supports. The issue is that Xero does not use it.
There have been training courses which Xero held recommending that I use it with my customers and suppliers but I have discovered that Xero itself has not registered to use it