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Sales Invoices - Combine Invoice file and attached files into one PDF when sending

Ability to combine sales invoice and attachments into one PDF when emailing/printing

Purpose: To ensure all documents are sent to the customer, and make it easy for customer to reference all documents together

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Freya Pieroz commented  ·   ·  Report

    I've just had a request from a client's customer (to whom I currently send around 100 invoices every month) to combine invoice and supporting documentation into one pdf.

    Currently, I cannot do that without sending the invoice to myself, using a paid service to merge the files, and then forwarding. If I merge invoice and supporting documentation, attach the merged file to the invoice, and then send direct from Xero, it will attach another copy of the invoice as a second attachment anyway. This is a whole bunch of wasted time for a process that could and should be automated.

  • Jennifer Fraser commented  ·   ·  Report

    More and more customers are using automated AP systems to manage their payments.

    These automated systems generally allow only 1 pdf per file. Therefore, they either don't pick up the invoice or ignore the work order, which is proof of work completed. This causes many invoice rejections.

  • Chris Crowe commented  ·   ·  Report

    Lots of clients requesting invoices and other documents combined as one PDF. Would be super useful

  • David Smith commented  ·   ·  Report

    Yes please, this would be perticualy handy for quotes. the ability to bundle drawings and other information into the one documant. I have been merging PDF's with invoices and quotes externaly, then emailing them on.

  • Corey Anolik commented  ·   ·  Report

    This essential in sending detailed invoicing to my vendors.

  • Hennie Muller commented  ·   ·  Report

    It would be of great importance to have it in 1 PDF-file.

  • Dipole Admin commented  ·   ·  Report

    Think about AP processes for customers that use Oracle financials or similar. The attachment gets dropped (same as Xero when processing email bills!) and renders it useless.

  • Heather Ford commented  ·   ·  Report

    I support this idea as we have had customers requesting this.

  • Nicolle Moore commented  ·   ·  Report

    This would be fantastic, I have a client on MYOB who I could move over if this is an option in Xero. It would be worth re-training the staff to streamline their processes.

  • Julia Waghorne commented  ·   ·  Report

    Yes please. This is needed. Seems some paperless aps do not accept multiple documents if attached as extras. Please make it so you can toggle a "Add Attachments to Invoice to make into one document". Otherwise it means we have to print, then scan back in as one document or pay for a whole other app to do this. Not very paperless or streamlined.

  • Victoria Fray commented  ·   ·  Report

    This is a requirement for my customers - they will not accept invoices with separate attachments. Please Xero, it looks like this has been a popular request with Xero users for a while now - are you responding to the calls to make this possible within Xero?

  • Owen Keane commented  ·   ·  Report

    This has been in the backlog for several years and is available is similar products.

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