Auto-include attachments for invoices imported from Dext
dea
When invoices are imported from Dext, Xero creates the invoice with the original PDF attached — but it doesn’t automatically include that attachment when the invoice is emailed to the client.
Right now, I have to open each invoice and manually tick “Include attachments” just so the customer gets the itemised PDF. This takes ages when processing lots of invoices and makes it easy to miss one.
What I’d like
A simple setting that lets Xero:
Automatically include the imported PDF attachment when sending invoices created via Dext (or any other integration)
Allow users to override/remove it on individual invoices if needed
Why this helps
Saves loads of time
Ensures customers always receive the itemised invoice they expect
Reduces mistakes
Makes the Dext → Xero workflow smoother and more automated
Peter Lawford
shared this idea
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