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  1. Document Packs - ability to add invoice from Xero business edition directly to document pack

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    3 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi Rebecca, thanks for taking the time to share your idea for adding an invoice directly into a Document Pack. We can see how this would streamline the process and save valuable time, removing the manual steps of downloading and re-uploading invoices when sending documents to your clients.

    Our Community team has reviewed your idea, and it can now gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Thanks again for your contribution!

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    Emma Collin commented  · 

    That’s a solid suggestion. Having invoices directly linked within document packs would save a lot of back-and-forth, especially when clients want everything organized in one place. I’ve noticed similar issues when managing project details for service work keeping costs, timelines, and documents aligned really matters. We try to keep things structured on our end too https://bathroom-remodelingconroetx.com/, so something like this in Xero would definitely streamline workflows for many businesses.