Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Invoicing - Customize PDF file name to include contact name

    75 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    15 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.

    Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.

    An error occurred while saving the comment
    Megan Owen commented  · 

    Make it easier for my clients when they have a number of invoices to see what ones come from what entity

    An error occurred while saving the comment
    Megan Owen commented  · 

    New Invoicing - have the document name of invoice include who it is from.

    PDF will show INV-02335_Orange_Cross.pdf
    INV-[inv number]_[organization ref max 10char].pdf

    Great for me as an exporter of invoices but more importantly as an importer

    Megan Owen supported this idea  ·