Attach receipts to an invoice within Xero
This is the most tone deaf response I have ever heard to a feature request, ever. The fact that it has responses switched off suggests that it is known just how wrong the answer is.
The request for files (receipts etc) be pulled through to an invoice is nothing like attaching standard terms, as the patronising response suggests.
It's quite the opposite. Yet not such an outrageous request that it should be shot down like this.
Sorry I have to cut and paste the topic this way but seems the only way to respond to an issue that has been gaslighted like this.
How important is this to you?
Not at all
Important
Critical
Not in pipeline · Kelly Munro (Community Manager, Xero) responded
· Jul 28, 2025
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.
We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.
David Shipman
shared this idea
Hi David, I'm sorry to hear your frustration and appreciate my recent update on the original idea you've shared from is not our community were hoping for.
I understand that inserting files within the branding template is not going to be a solution for all situations but with many customers interested we wanted to include this in our update for those that it could possibly help.
As shared on the idea this is not something we have plans for changing, and though it's not possible to comment on an idea that is Not in pipeline other community members will still be able to vote and we can continue to track the trend in this. I can assure you if there is any change that would help everyone there we will make sure to post an update.
