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New Invoicing - Include files attached to an invoice when sending

Ability or setting to default include files attached to an invoice when sending from Xero

Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice

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AdminKelly Munro (Community Manager, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.

We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.

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  • Chris Maycock commented  ·   ·  Report

    This is a key feature for us to simplify invoicing and avoid user error forgetting to attach the reports that go out with our invoices.

  • Concrete Bindings commented  ·   ·  Report

    I would have thought this would have been regarded as a basic optional function when invoicing especially when contract law requires additional info to be sent with an invoice eg CCA Construction contracts Act 2002. Please make this an urgent upgrade .

  • Amy Posthuma commented  ·   ·  Report

    For a document to always automatically be attached to a Quote, for example Terms Of Trade. Without having to manually attach it every time, it will just always be there.

  • Tanya Cameron commented  ·   ·  Report

    The attach file paperclip as per your comments box here is all you need to at least give us the opportunity to include timesheets, etc with the invoice as opposed to having to be automatic

  • Julie Child commented  ·   ·  Report

    Yes please asap - we send out invoices with a timesheet attachment. Would save a lot of time if we can automatically set to (send attachment with invoice). At the moment we have to do this manually for each invoice

  • Paul Tant commented  ·   ·  Report

    I have as a client several membership organisations, they used to send out membership renewal invoices produced in Word manually in snail mail (which were then posted to MYOB!) which was sent with an annual update to members. We now have them in the 21st century providing membership invoices straight from Xero, but they'd like the ability to attach the annual update to the membership invoice email without having to individually attach to each invoice.

  • Luke Harvey commented  ·   ·  Report

    Automatic file attachment: ability to be able to have files automatically attached to quote/invoices for example - public liability and workers compensation insurances

  • Peter Dodds commented  ·   ·  Report

    Add photos from library to invoices so customer can see work completed just like new quotes

  • Peter Dodds commented  ·   ·  Report

    Add photos from library to invoices so customer can see work completed

  • Kathy Skinner commented  ·   ·  Report

    Would love this function when creating draft group invoices to be able to attach a specific document to every invoice at the same time rather than having to do each one individually later on and possibly missing one.

  • Jon Robson commented  ·   ·  Report

    We would like to attach an aftercare document to all invoices for our patients.

  • Zhi Lee commented  ·   ·  Report

    I need the ability to automatically attach a timesheet. This is a huge deal breaker for me

  • Sarah Lumb commented  ·   ·  Report

    Our terms and conditions page is a whole A4 Sheet and cannot be added to the terms section. If we could automatically have this as part of the invoice as a page two this would be great

  • Brian Smith commented  ·   ·  Report

    Our POS system creates the invoice in Xero and also attaches a detailed report with hyperlinks to the POS tickets. When we email the Invoice, we have to click on the attachment and tick the box for 'include with invoice' for each customer.
    We need the ability when we create the invoice and attach the pdf for the customer that wee can also select this option to 'include with invoice'

  • Seb Van Harselaar commented  ·   ·  Report

    Also agree this feature would simplify sending invoices. Not having to click to attach will save a lot of time when doing bulk invoicing - tedious process at present stage.

  • Kristy Liu commented  ·   ·  Report

    We could including terms and conditions when email invoice. Please do add this function.

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