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1. Invoices: Repeating Invoices - Bulk Import/Export

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   submitted  ·  106 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kirsten Townsend commented  ·  20 July, 2023  ·  Edit…  ·  delete…

   This feature would be extremely convenient to have. I'm about to have to spend a large amount of time manually adding 300+ bulk repeating invoices from Zoho to Xero...

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   Kirsten Townsend supported this idea  ·  20 July, 2023

2. New Invoicing - Include files attached to an invoice when sending

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   122 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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… more

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   Kirsten Townsend commented  ·  12 January, 2023  ·  Edit…  ·  delete…

   We really need this feature. The ability to automatically attach terms of service and/or our W9 to all invoices (including repeating) would be a game changer. We don't have time to check repeating every day and manually add attachments.

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   Kirsten Townsend supported this idea  ·  12 January, 2023