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

    17 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

    3 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
    Jeremy Sole commented  · 

    Invoice File Naming convention - please consider putting an identifier in the naming format for PDF invoice files so I can see who they are from. Every Xero invoice from every one of our multiple suppliers simply has the invoice number - but no indication of who issued it. So, I have to open each one and the rename it. I'm sure the existing format works for Xero to Xero - but it is frustrating when we have other processes in between - or need to review it later.

    Jeremy Sole supported this idea  ·