We issue monthly and two-monthly mooring licence invoices, together with approximately 20–24 annual jetty, davit and shore licence invoices.
Each invoice needs to be accompanied by a separate Terms and Conditions PDF.
We would like Xero to automatically carry this PDF attachment from the repeating invoice template into every generated invoice and include it when the invoice is emailed to the customer.
Currently, having to attach the document manually to each invoice is time-consuming and creates a risk that important contractual terms may be omitted.
This would be a very useful improvement to Xero's repeating invoice functionality.
David Wilson
supported this idea
·
We issue monthly and two-monthly mooring licence invoices, together with approximately 20–24 annual jetty, davit and shore licence invoices.
Each invoice needs to be accompanied by a separate Terms and Conditions PDF.
We would like Xero to automatically carry this PDF attachment from the repeating invoice template into every generated invoice and include it when the invoice is emailed to the customer.
Currently, having to attach the document manually to each invoice is time-consuming and creates a risk that important contractual terms may be omitted.
This would be a very useful improvement to Xero's repeating invoice functionality.