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  1. Invoicing - Customize PDF file name to include contact name

    17 votes

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    3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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.

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    Vanessa Charles commented  · 

    I agree, please include supplier name + invoice number + date in the file name for PDFs. As a contractor who's required to submit invoices as PDFs it's time consuming and frustrating having to download and rename files before I can issue them.

    Vanessa Charles supported this idea  ·