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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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    Jacquelene Drummond commented  · 

    Raised case CX0015497634. Most of my clients send PO's to files before creating invoice. This is critical.

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    Jacquelene Drummond commented  · 

    This is now very time consuming so not an enhancement with the change but additional step in this process by downloading the attachment to see the contact then having to manually attached rather than display on the left hand side of the screen. Why remove a key feature?

    Jacquelene Drummond supported this idea  ·