Sales Invoice - Import with attachments
Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.
Accounts Yeotown Inhabit
shared this idea
Appreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.
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Tatiana Ivanova
commented
It is very important to have such a feature in XERO. Because now, after downloading invoices from our CRM system (500 invoices), we have to log into each invoice manually and attach a pdf document. This is a double job and indicates a lack of proper automation. Being a programmer and not just a financier, I can convincingly state that this manipulation is automated quite simply. Hope to have such an option as soon as possible.
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D B
commented
Great idea. Is anyone aware of a third-party solution for this?
Or to import attachments in bulk to existing sales invoices?