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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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
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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.
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Vicki Carlisle
commented
Just to clarify, I'm referring to invoices from Xero Australia to partners and subscribers.