Settings and activity
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23 votes
An error occurred while saving the comment Lucy Cole supported this idea · -
5 votesLucy Cole supported this idea ·
An error occurred while saving the comment Lucy Cole commentedI 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.
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.