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Statements: Ability to attach all invoices to a statement

Started by Peter McCarroll in Feature Requests | Idea

I'd like to be able to check a box on the send statement screen to automatically include all invoices that are listed on the statement to the statement PDF when emailed.
Official Xero Reply
Online Invoices sound like they could help you out here, team. You can see when your customer has viewed the invoice, and also provide a link so they can see all previous outstanding invoices. Definitely understand it would be easier if you could attach the previous invoices to the Statement, it's just not something the team are working on at the minute.
 

Brittany H (Community Manager)

Best Reply as chosen by Brittany H (Community Manager)
Ann,

Best way to do that is to use the .docx template functionality. You can add a second page to the template which can be T&Cs or specials. This will then become part of the invoice. This thread is about adding all invoices to a statement, not about adding other documents to a statement.

Peter.
I offer live remote Xero support. I am a Xero Certified Advisor and Xero's award winning Most Valuable Professional. I support small businesses in NZ with professional accounting services and offer paid Xero support and implementation advice to clients all over the globe. Get a Xero MVP on your team! I'm an NZ and Canadian Chartered Accountant, business advisor and add-on Developer.
Visit my blog for various Xero articles.
 

Peter McCarroll