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

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.

    There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.

    We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.

    Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.

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    Ian Ousey commented  · 

    AGREE. THIS IS CRITICAL AND SHOULD BE EASY TO DELIVER BECAUSE IT IS A FEATURE IN CLASSING INVOICING AND IN BILLS. IT SEEMS BIZARRE THIS IS NOT AVAILABLE NOW.

    I CREATE NEW INVOICES FROM A PO SENT IN BY COLLEAGUES SO NEED TO ATTACH A FILE FIRST TO DISCOVER THE CUSTOMER NAME AS WELL AS OTHER DETAILS.

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    Ian Ousey commented  · 

    New invoicing - attach a file as the first step in creating a new invoice. In classic invoices I can attach a file from the library as a first step. In new invocing I must enter a contact name first, however I need to attach the file as a first step to find out the name of the contact. Please reinstate this feature into new invoicing which is currently available in classic invoices and bills.

    Ian Ousey supported this idea  ·