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  1. Xero Network - Include PDF of Invoice when sent with Xero Network Key

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your interest in being able to send a PDF of an invoice via the Xero Network. 


    While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network. 


    Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central 

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    Yolande Roux commented  · 

    @Tim and @ Clare

    @Tim I have confirmed that the file is in the other entity.
    I have switched to the new invoicing in Xero so not sure if that makes a difference.
    I select the bottom button to say create eInvoice and then click update and send and then on the Send eInvoice pop-up I click Include a PDF copy of this invoice.
    This invoice will be sent directly to your customer's financial system and then click send.
    It does take a bit to upload in the other Xero file.

    @Clare
    I am not sure about those you are referring to it has been a while since I have set it up so not sure if there maybe something in the setup that will influence it but the tick I am referring to is the one that you select when the Send eInvoice is clicked and a pop-up box appears, like when you email invoices to customers.
    Hope this helps.

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    Yolande Roux commented  · 

    @Marnus

    I am not sure if this is available to everyone, but with the latest update when I switched over to the new invoice method and linked the two companies, I was able to select to attach a pdf when sending the invoices from one Xero file to another.

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    Yolande Roux commented  · 

    Yes this would be great. I need it in the business I am working in. I had to unlink it and go back to just emailing the invoices instead. Would be fantastic if I didn't have to do that.

    Yolande Roux supported this idea  ·