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  1. Files - Control/edit the name of PDF files sent from Xero

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    34 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.

    Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.

    If there are any plans made we'll share here.

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    Stephen Harrison commented  · 

    At some point a xero update has stopped my full invoice numbers being in the PDF filenames when emailing through xero (but is fine when you "Print PDF"). It looks unprofessional and is meaning I am now downloading invoices and sending them using Outlook rather than using the xero email functionality.

    Stephen Harrison supported this idea  ·