Settings and activity
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515 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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Peter Lawford
supported this idea
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28 votesPeter Lawford
supported this idea
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dea
When invoices are imported from Dext, Xero creates the invoice with the original PDF attached — but it doesn’t automatically include that attachment when the invoice is emailed to the client.
Right now, I have to open each invoice and manually tick “Include attachments” just so the customer gets the itemised PDF. This takes ages when processing lots of invoices and makes it easy to miss one.
What I’d like
A simple setting that lets Xero:
Automatically include the imported PDF attachment when sending invoices created via Dext (or any other integration)
Allow users to override/remove it on individual invoices if needed
Why this helps
Saves loads of time
Ensures customers always receive the itemised invoice they expect
Reduces mistakes
Makes the Dext → Xero workflow smoother and more automated