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  1. New Invoicing | Files - Drag & drop anywhere on the page

    434 votes

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    104 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.

    Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.

    This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.

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    Lucy Cole commented  · 

    I've just discovered this today, as I have been preferring the classic invoice style which keeps all the old good features. This is a pain point for me as I would usually drag a file from my chrome downloads into the chrome page with an invoice open. Now I have to scroll down to the bottom of the page, open the 'files' section, in order to drag and drop a file in.

    This is adding more time to the job, and makes the process a lot less efficient.

    Lucy Cole supported this idea  · 

  2. Invoicing - Include PDF attachment when emailing invoice

    46 votes

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    6 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…

    Lucy Cole supported this idea  · 
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    Lucy Cole commented  · 

    I would also like the default to include the invoice / documents attached to the email (or remember previous selections).

    This was a feature that was delivered in 2022 https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961652-sales-invoices-set-defaults-for-attach-pdf-and-s

    This has since been removed / regressed.

    This now adds more time on to my day, having to select this box for every invoice I send out.