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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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.
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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.
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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.
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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.
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Michael Warwick commented
If this worked on mobile too that would be great, thanks.