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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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    Jacquie Blake commented  · 

    It is bonkers and totally counter intuitive that Xero has made this impossible with the new invoicing. Please bring this feature back as it is a real pain in the neck to have to figure out a contact prior to importing a file when the name of the contact is on the file!

    Jacquie Blake supported this idea  ·