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  1. Invoicing - Option to select and carry over file attachments when copying a Quote to an Invoice

    3 votes

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    2 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Appreciate you bringing this to the community. The main request is to keep relevant Quote attachments available when the Quote is copied into an Invoice, without requiring them to be uploaded again.

    Giving users control over which files are copied could make the quote-to-invoice workflow more flexible.

    I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your invoicing workflow, add your vote and share your preferred setup.

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    Tom O'Mara commented  · 

    This really needs to be done. It is a hassle to have to download and re upload the items.

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    Tom O'Mara commented  · 

    Need to get all uploaded information on a Quote to automatically transfer when making an Invoice, or have the option to auto transfer.

    Tom O'Mara supported this idea  ·