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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Melissa McDonnell
commented
It seems ridiculous to have the option to attach backup document and 'Upload to online invoice' but not actually send the backup to the to the client.
Surely most businesses require some sort of backup document to justify the invoiced charges? All of our invoicing requires backup documentation to be attached, so we are using a third-party platform to merge, save and then email.
If Xero had this merge and send function, it would make this task much more time efficient for our business. -
Neev Maclachlan
commented
10 years & still no progress on this?
Currently, you have to 'print' the invoice and combine it with the backup files using a third-party app. Then save it to your computer and email it to the customer.
Say this process only takes 3 minutes (often longer); that adds up to 2 entire hours for 40 invoices.
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Neev Maclachlan
commented
Option to combine a sales invoice and its attached files into one PDF when emailing to customers - rather than attaching files as several separate files.
Currently, you have to print the invoice and combine it with the backup files using a third-party app. Then, save it on your computer and email it externally to the customer.
Say this process only takes 3 minutes; that adds up to 2 entire hours for 40 invoices.
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Robert Blake
commented
I'm having to use PDF24 (the offline version) to do this as a client has asked for it... such a waste of time for something that should be a built in option.
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Freya Pieroz
commented
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.
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Jennifer Fraser
commented
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.
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Jennifer Fraser
commented
We may have to change accounting suppliers due to this.
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Zhiyang Zhang
commented
Is this implemented yet?
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Chris Crowe
commented
Lots of clients requesting invoices and other documents combined as one PDF. Would be super useful
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bozena botul
commented
My client , Interior Designer, need it too!!
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David Smith
commented
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.
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Gary Blyth
commented
Vital for one particular client
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Christopher Townsley
commented
Vital for one particular client.
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Corey Anolik
commented
This essential in sending detailed invoicing to my vendors.
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Hennie Muller
commented
It would be of great importance to have it in 1 PDF-file.
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Dipole Admin
commented
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.
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Heather Ford
commented
I support this idea as we have had customers requesting this.
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Nicolle Moore
commented
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.
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Chevron Traffic Services Limited
commented
yes please this would be great , as many client would love to have one attachment rather than multiple documents
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Celina Barker
commented
Some of our customers do require this.