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  1. Files - Automatically include specific file attachments when sending from Xero

    231 votes

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    submitted  ·  70 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Kevin Hales commented  · 

    Hi team, I think I may have missed the announcement to this thread, but it looks like the functionality within Xero has now changed that it remembers what you did last time when emailing an invoice? I've noticed that when I go to send invoices now, if there is a file marked to be attached in the main invoice screen, it now populates the tick box in the send email screen which is awesome!
    Thanks so much for that, any chance that the final part of this, having Xero remember what my preference is when attaching files in the invoice screen and automatically populate that tick box as well please?

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    Kevin Hales commented  · 

    Hi team, I do like the layout of the new invoicing, and get that moving a customer base the size that Xero has across to a new platform for probably the most widely used feature outside of bank rec would have been a massive undertaking, but the fact that new invoicing doesn't let me configure whether I want to attach files as a default when sending invoices is a big issue for my business.
    I know I should just remember to check that the box is ticked before sending an invoice, but to me good software is something that remembers things like that for me as a user.
    I understand the cost of implementing a feature that may not be so critical or important to people can be prohibitive, and can see that only 216 people have voted for this one so suspect it's probably further down your list, but do you have any idea please of when you might be able to fix this please?
    Every time I forget I have to resend the invoice to my client, then take more time to write an email to apologise to them for my mistake, then chastise myself for actually making the mistake, and finally end up here wondering when Xero will be able to solve this for me :)
    Is there any light at the end of this tunnel for me please?

    Kevin Hales supported this idea  ·