Sales Invoice - 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
AdminKelly Munro
(Community Manager, Xero)
shared this idea
-
Emma Rosenblatt (Accounts)
commented
I agree with Robert, being able to make it default for some contacts and leave others out would be the best option.
-
Robert Plant
commented
I would make a suggestion that when you show an invoice has been viewed something to also highlight that the attached documents have also been viewed, for example if your sending completion sheets / proof of delivery and they don't view the attachments they could argue that they wont pay.
While typing this I am aware of automatic processing services for when invoices are received in a company and they can only process the invoice and any additional attachments cause issues so it might be worth thinking about making it default for some contacts and leave the rest.
-
Chris Maycock
commented
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.
-
Michael Warwick
commented
If this worked on mobile too that would be great, thanks.