← Share and support customer ideas for Xero Settings and activity 1 result found New Invoicing | Files - Ability to attach files before adding contact 47 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 17 comments · For small businesses » Business features · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Allan Moores commented · 03 August, 2024 · Edit… · delete… From our CRM system we send Invoices to Xero files. We then select an Invoice from files and create Invoice with a copy of CRM Invoice attached. This is critical for us, as far as, we will not continue with Xero Save Submitting... Allan Moores supported this idea · 03 August, 2024
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From our CRM system we send Invoices to Xero files. We then select an Invoice from files and create Invoice with a copy of CRM Invoice attached. This is critical for us, as far as, we will not continue with Xero