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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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    Nicole Walker commented  · 

    I have had feedback from my client and I too agree, we do not like the new invoicing system in Xero. Previously my client created invoices via files to pick up the PDF file. Now this doesn't work with the new invoicing system as you need to add in the contact and then attach the PDF file. In order to fill out the invoice, you then need to select preview to bring it up. It makes more work when creating invoices. I would like to propose that there is the option to keep the old invoicing system in Xero for those who like it better.

    Nicole Walker supported this idea  ·