Settings and activity

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1. Contact - Ability to set e-invoice as a default

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   submitted  ·  11 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Duncan Handley supported this idea  ·  05 June, 2025
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   Duncan Handley commented  ·  05 June, 2025  ·  Edit…  ·  delete…

   This is a huge miss in the current e-invoicing; users have to remember to set the setting on every invoice instead of establishing it once at the customer level.

   Also include the ability to default the other options (attach PDF and include bank details)

   It is nuts to have an automation feature and then require 3 manual steps to use it!

   Save Submitting...

2. Sales Invoice - Include files attached to an invoice when sending

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   48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly M (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

   Duncan Handley supported this idea  ·  01 August, 2023