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
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Dianne Jones commented
Also removing the miniscule attachment size limit currently in place (i.e. 7mb) which is stopping customers from receiving all of the attachments that go with the invoice.
P.S. The attachment allowance is only enough to attach one receipt - in the past we could attach as many as we needed to.
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Renante Adlawan commented
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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Tim Sneller commented
We put our T&C's in the invoice footer, so that they always get sent. There is incidentally, no apparent limit to the length of the footer - It just spills onto the next page (Or the back of the invoice if you use double-sided printing.) You can have different invoice layouts/names for different T&C's
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Pete Eastwood commented
Standard attachments like T&Cs should be able to be defaulted to attach every time. Easily forgetting to do this this can cause big issues later.
If the Files section had a checkbox next to each team to attach by default, this could be solved easily and allow us to implement company wide policies around this area.
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Kevin Jakins commented
I'm guessing this is similar to attaching photos to invoices. Having to click each photo when you might have 10 to 20 is a time waste why not a simple button that says attach all or selction boxes on the side of each file and photo so you tick all the ones you want and then click attach all selected to invoice.
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Anastasiia Dorodnaia commented
will be VERY helpful
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Sophie Purdue commented
It would be great to see, a few clients of ours would like to attach long terms and conditions to every invoice
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Tim Sneller commented
In the UK, now that tax is digital, it is a requirement to have a digital copy of the invoice on the system.
We therefore have to manually attach a copy of the PDF which is emailed to us. If the invoice delivered by the Xero Network included a copy of the original invoice, already attached, this would save work, and reduce errors.
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Concept Accounts commented
The ability to attach Terms of Trade work reduce a lot of workflow
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Paul McCormack commented
In addition, can we capture within the contact company details if a particular attachment is required with each invoice and if not attached, xero will validate this requirement and present a warning message? eg:
Contact: ABC Company Ltd is setup to send an attachment for each Invoice
Create invoice
Attempt to save invoice
Xero presents warning; 'Please attach xxxxxxx to your invoice'.
proceed with adding attachment and ability to skip warning and save/send without attachment.apologies if this has already been suggested.
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Ruben Lamprecht commented
It would be handy as some customers contracts require additional information to be submitted with each invoice.
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Tim Sneller commented
Our payment information is included in the TERMS part of the Invoice branding.
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[Deleted User] commented
I agree this would be handy. I'd like to include our payment instructions PDF with our invoices. Ideally it could be APPENDED to the PDF invoice, but just including it as an attachment to each invoice (with the option to deselect if desired) would be handy.
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Roderick Bell commented
When attaching multiple documents/images, it would be really helpful to have an "attach all" option, rather than having to select each one.
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Chad Bosworth commented
When attaching multiple documents/images, it would be really helpful to have an "attach all" option, rather than having to select each one.
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Sandra Lester commented
Need to attach terms and conditions of the contract.
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Liam Miller commented
We need to attach terms and conditions with every invoice sent to our clients and most require an accompanying report attached as well so we would like these to be automatically included.
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Allied Plumbing & Gas commented
Time saver
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Samantha Davies commented
This would be useful as we have a lot of documents that will need to be sent to a customer with the invoice, documents like proof of delivery or other supporting documents.
I can see in the quotes that there is an option to attach files to the quote and then choose to send the documents with the quote or not. If this is a functionality in Xero already I would say this could be useful for invoicing?
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Leah McVeigh commented
Agreed. at least 70% of my customers want to receive a W9 WITH their invoice. Sending in a separate email is annoying for all involved. I suppose I could create a template with the W9 embedded as an image in a Word document, but there are plenty of other pieces of information, banking details, proof of licensure, which clients sometimes require. I wish I could upload these docs to Xero and then check off which ones to include in a particular invoice.