Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

Xero to Xero - Send the attached files on the invoice

When sending invoices from Xero to Xero it doesn't attach the actual invoice in the draft bill as an attached so we don't have this invoice for record keeping purposes and can't even see if there's VAT or No VAT charged on the invoice as it is not attached to the bill. This needs to be added.

9 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Irshaad Arieff shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, apologies as we have jumped the gun a little - While it's currently possible to include a PDF of the invoice when sending via the Xero network, including attached files is not available just yet.

However, I want to confirm this is something the team are currently working on and we will share as soon as there is another update on this.

Show previous admin responses (3)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Lisa Fisher commented  ·   ·  Report

    We have stopped using Xero to Xero invoicing as the Draft does not contain the attached invoice. Also the Draft defaults to 'inclusive of gst', even though our settings are set for 'exclusive of gst'.

    When forwarding bills from our emails into 'Draft bills' - if there are multiple attachments, these are saved as separate draft bills, and not contained as attachments within the actual draft bill

  • Kimberley Lamb commented  ·   ·  Report

    This would be VERY helpful as the reference info and other data is not carried over when sending via Xero-Xero

  • Amanda Saunders commented  ·   ·  Report

    Xero Network- for the PDF copy of the invoice to automatically be attached to the corresponding draft bill created by Xero in the other entity