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Community > Using Xero >

Ability to send attachments with invoices directly from Xero

Started by Angela Hulford -   in Using Xero

My clients require the ability to send additional documents along with their Xero invoices. As there is currently no feature for this, it means they need to download their Xero invoices and send them separately via email to include the relevant additional attachments.

As there is already the ability to upload documents to invoices and bills, it would be great if there was an ability to include these when sending via Xero. This feature may also be useful for people who use PO's or Quote's too.
You can do this. Click on the attachments icon, then the arrow to open the dropdown menu to the right of the attached file and select "Include with Invoice". Then when you send the invoice, click "include files as attachments.

Christine So  

Thanks Christine !

Angela - We have some help that explains the steps here too. Or, just come into the team at Support if you need an extra hand. 🙂

Kelly M (Community Manager)  

Aaah sorry just quickly looping back on your last sentence around Quotes and Purchase Orders - we have a request for sending attachments with each of these transaction types that you may be interested to join in here & here.

Kelly M (Community Manager)