Invoice - Email to create an invoice in Xero
Similar to the ability to email bills into Xero, can we get the ability to email in invoices into Xero please?
Bill email notes
https://central.xero.com/s/article/Email-PDF-bills-into-your-Xero-organisation
Ben Roberts
shared this idea
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Andrew Wilson
commented
This feature would is important particularly when another CRM or similar software is used for sales invoice generation... Xero please make it happen
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Debra Foster
commented
I think this is an important addition to Xero. I have a client who will not raise invoices onto xero as he prefers to write them. if i could email the invoice in the same way as the bills it would be such a huge advantage.
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Michelle Tucker
commented
This is going to be a necessity for anyone that uses bespoke software for their business. My client runs a day care nursery that issues the sales invoices based upon the attendance register, which could email the sales invoices to Xero when they are emailed to parents.
If this function was available it would remove the need to send each one to Hubdoc to then post as a draft into Xero. It also removes the need to create a csv file which can be too complicated for a client to do. -
Katrina Bradley
commented
This would be amazing! Especially as it means you don't need to deal with creating, or maintaining an API connector in early stages!