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  1. New invoicing - Attach more files to invoice when sending/resending

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    3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.

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    arlen khalin commented  · 

    Would be far more efficient if the new invoicing flow allowed users to attach additional files directly when sending or resending an invoice, especially for cases like adding an email delivery receipt to a reminder, without forcing you to exit the send screen and modify the original invoice attachments, and ideally those files should be logged with the invoice to maintain a clear, auditable record of what was sent and when; this kind of streamlined, in-context attachment handling—similar to how tools like https://pinvids.com/ keep actions simple and traceable—would reduce friction, prevent duplicate attachments, and make invoice communication more transparent and reliable.