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  1. New Invoicing | Files - Ability to attach files before adding contact

    47 votes

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    submitted  ·  17 comments  ·  For small businesses » Business features  ·  Admin →
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    Lesley Thomas commented  · 

    In the Classic invoice system I am able to go to FILES, ADD TO NEW INVOICE and see the file I have attached. I can then add all the information to the invoice (it being an invoice generated on a different software, so I am actually importing an invoice to add to Xero). On the NEW INVOICE system I am unable to do this unless I add the customer name first! I don't know the customer name until I import the invoice from FILES then open it up and extract all the information I need. I don't want these going through Hubdoc! So please don't suggest this. All I want is to be able to do all I am able to do on the Classic Invoice system on the New Invoice system. I currently cannot do this on the New Invoice system unless I type in the Customer first - which means opening another tab to view the file, enter the Customer name in the contact box THEN add the file. This certainly will not save me time if I have to do this each time I have to enter an invoice! Please sort this out before 1st September.

    Lesley Thomas supported this idea  · 

  2. Files - Allow file to be attached to multiple transactions

    2 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    Lesley Thomas shared this idea  ·