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.
-
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.
-
David Trethewey commented
Yeah. good idea
-
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...
-
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.
-
Benedict Addis commented
Two years and still nothing! It does seem like a (poor) attempt at lock-in by Xero
-
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.
-
Nicholas Rose commented
Include the XERO monthly subscription invoice as a PDF attachment in the email I get. Simple.
-
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
-
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.
-
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?
-
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.
-
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!
-
Nicola Craig commented
Totally agree with this suggestion! Especially when using Hubdoc!
-
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
-
Jamie Brown commented
An even better improvement would be for the Xero Subscription Invoice to be posted automatically into the clients Xero account so that there isn’t any input required.
-
Vicki Carlisle commented
Just to clarify, I'm referring to invoices from Xero Australia to partners and subscribers.