Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.
We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
I have as a client several membership organisations, they used to send out membership renewal invoices produced in Word manually in snail mail (which were then posted to MYOB!) which was sent with an annual update to members. We now have them in the 21st century providing membership invoices straight from Xero, but they'd like the ability to attach the annual update to the membership invoice email without having to individually attach to each invoice.
I have as a client several membership organisations, they used to send out membership renewal invoices produced in Word manually in snail mail (which were then posted to MYOB!) which was sent with an annual update to members. We now have them in the 21st century providing membership invoices straight from Xero, but they'd like the ability to attach the annual update to the membership invoice email without having to individually attach to each invoice.