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This is a critical improvement because losing attached files when a Repeating Invoice converts into a Draft Invoice breaks workflow continuity and creates unnecessary manual work, especially for businesses that rely on contracts, receipts, or specification documents to stay linked with each invoice; automatically transferring attachments would improve accuracy, save time, and reduce the risk of billing errors, which is essential for teams handling high volumes of recurring invoices—similar to how some platforms and business tools (for example, https://fifejammers.uk/ maintain consistent data attachments across repeated processes to ensure reliability and better record management.

Have files attached to Repeating Invoices transfer across to Draft Invoices

I have very specific T&Cs that may need to be attached. Its not locical to have the feature available on individual invoices but not on repeating invoices. Even a link to a file saved on the clients card file would be helpful

We insist on having the tax invoices saved against the taxable expense for good housekeeping, but this makes it hard

Once the repeating template is no longer needed (because say the term is up) the repeating bill is deleted. Which is the only place the file was attached to as they didn't copy over into each month.

This would be incredibly useful. Some clients insist on documents being attached and this causes a lot of extra work. It is also extremely important for internal document checks

This woul be super helpful - especially when you need to attach the original PO document or contract confirmation.

We use monthly repeating bill, what is the point of allowing the attachment when setting up the bill, but subsequent bills don't carry the attachment. So you need to go into the repeating bill manually every month, find the attachment outside of Xero, and re-attach. Makes Xero sense.

Without this feature it doesn't make sense to offer file attachment at all as the whole point about repeating invoice is automation all the way to send, you should not have to just create a draft then find your file each time to attach it.

You should have the option - tick a box if you want the invoice attached automatically each time for repeating invoices or not. I am a landlord and the annual Council Tax bill for example should automatically be attached so I don't have to manually go into a repeating invoice/bill and reattach.

Ludicrous that the files option exists in the repeating template but doesn't attach to the repeating invoice/bill 😅

this app allows you attach docs to the repeating invoice schedule
Beta testing currently - but there is a sign up at the bottom of the page
https://trimly.app/

As an accounting company whose client insists on their 'service charges summary' be attached to every invoice that is sent out the fact that I cannot send the repeat invoices automatically is HIGHLY frustrating! This means that I have to send 70+ repeating invoices to draft where I then have to attach the file before sending.Please Xero include the functionality of attaching a file on repeating invoices!

How is this not already a thing? It's bleeding obvious and shouldn't have to be asked for.

I was surprised that repeating bills did not include their attachment. It basically makes this function irrelevant as you may as start from scratch rather than having to continually go in manually to reattach the relevant receipt/document.

We send all of our customer invoices as Repeating Invoices to access the Auto Pay feature so saving as a draft first, to then go into each invoice individually for a second time to attach the supporting documentation, is not an option. It is so unprofessional, not to mention time consuming and inefficient, to have to send another copy of the invoice (after it has been paid) to say “oh, by the way, here is the evidence for the charges we collected earlier today”.

We would use Repeating invoices more if we could attach files prior to each being sent, current process is somewhat clunky and has led to delayed invoicing.