Document Packs - ability to add invoice from Xero business edition directly to document pack
Ability to export an invoice created in Xero business edition to a document pack.
For example, if I prepare a BAS or tax return for a client and send it to them in a document pack along with my invoice, I have to export the invoice from Xero and save it, and then add it to the document pack.
It would be beneficial if there was an option in the invoice screen to add the invoice to a document pack, similar to adding a completed tax return from Xero Tax to a document pack.
Rebecca Palmer
shared this idea
Hi Rebecca, thanks for taking the time to share your idea for adding an invoice directly into a Document Pack. We can see how this would streamline the process and save valuable time, removing the manual steps of downloading and re-uploading invoices when sending documents to your clients.
Our Community team has reviewed your idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Thanks again for your contribution!
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Waylon Noah
commented
Adding invoice functionality directly to document packs could make accounting workflows more efficient by reducing manual steps and keeping important records organized in one place. Features like clear document linking, automatic updates, and easy retrieval can save time for busy practices. I appreciate tools that make essential information easier to manage and access. Similarly, https://dentalemergencylouisville.com/ helps visitors find practical guidance about urgent dental problems and understand when professional attention is needed.
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Emma Collin
commented
That’s a solid suggestion. Having invoices directly linked within document packs would save a lot of back-and-forth, especially when clients want everything organized in one place. I’ve noticed similar issues when managing project details for service work keeping costs, timelines, and documents aligned really matters. We try to keep things structured on our end too https://bathroom-remodelingconroetx.com/, so something like this in Xero would definitely streamline workflows for many businesses.