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

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    7 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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    Aslam Khan commented  · 

    That would be a very useful feature. Adding the recipient’s name along with the invoice number in the PDF file name (for example, “SI-1055 John Smith”) would make it much easier to identify and organize invoices when printing or saving files. Small improvements like this really help streamline document management something even platforms like carte KfcMenuFr ( https://kfcmenu.fr/ ) highlight when discussing better user experience and organization.