Invoicing | Contact Group - Add attachments when sending invoices
Provide functionality in Xero to add attachments to a group invoice.
Annually when we issue membership
subscriptions there are a number of attachments that need to be included with the invoice, this is currently a manual process. Adding the sane attachments to over 80 invoices is time consuming and tedious.
Given Xero has this functionality already, it should be expanded to include the functionality of adding attachments when creating an invoice o a contact group.
Trish Giunta
shared this idea
Appreciate your feedback here, everyone. While we've recently released contact group invoicing with new invoicing, the ability to attach and send an attachment has not changed for the time being.
Contact Group invoicing will only create draft invoices for the contacts within that group, so you'll need to attach any documents to the individual invoices that are created and select to include these with the invoice when sending.
We'll continue to review this idea as a future enhancement, and I'll let you know if there are any changes planned, here.
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Lydia Whiteoak
commented
when you go to send the invoice you will see now you have to select for the attachment to be sent with the invoice classic version this was not the case. It is making more work for us as more clicks more time spent invoicing. Can that be fixed?
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Joe de Berker
commented
Adding attachments to group invoices would be a very helpful feature.
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Jeff Green
commented
I entirely agree with this as we have a similar issue. It may be easier (coding wise) to add the documents to the draft invoices rather than the spreadsheet. I imagine that this would be workable as long as we could add a single document to all / many of the draft invoices
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Libby Swanson
commented
Yes! I just came here to write the same thing. So tedious and a complete waste of time especially as you not only have to go into each invoice, you also have to then mark each one to actually send with the invoice!