Invoicing - Customize PDF file name to include contact name
Update invoice file names to include both the invoice number and recipient name? For example: “SI-1055 John Smith” instead of just “SI-1055” — so it’s easier to identify when printing or saving documents.
Sara Clarkson
shared this idea
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
-
Aslam Khan
commented
That would be a very useful feature. Adding the recipient’s name along with the invoice number in the PDF file name (for example, “SI-1055 John Smith”) would make it much easier to identify and organize invoices when printing or saving files. Small improvements like this really help streamline document management something even platforms like carte KfcMenuFr ( https://kfcmenu.fr/ ) highlight when discussing better user experience and organization.
-
Barbara Gailey
commented
It would be good to have the option of having the sender name in the invoice file name. This would make it easier for recipients to identify and retrieve invoices from their filing systems.
-
Paul Price
commented
Ability to choose your own naming convention is important
-
Nick Sibbett
commented
Please let me include my company name + invoice number + date in the file name for PDFs. this would help customers when I invoice them. As a consultant who's required to submit invoices as PDFs it's time consuming and frustrating having to download and rename files before I can issue them.
-
Vanessa Charles
commented
I agree, please include supplier name + invoice number + date in the file name for PDFs. As a contractor who's required to submit invoices as PDFs it's time consuming and frustrating having to download and rename files before I can issue them.
-
Stuart Duncan
commented
I agree, please put the Inv supplier name, date and amount.
-
Jeremy Sole
commented
Invoice File Naming convention - please consider putting an identifier in the naming format for PDF invoice files so I can see who they are from. Every Xero invoice from every one of our multiple suppliers simply has the invoice number - but no indication of who issued it. So, I have to open each one and the rename it. I'm sure the existing format works for Xero to Xero - but it is frustrating when we have other processes in between - or need to review it later.