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Control/edit name of PDF when emailing items from Xero (such as Invoices, Quotes, Statements)

Started by Cassandra Scott in Feature Requests | Idea

Howdy

I have a client that uses the draft invoices as a "Quotation", however, when emailing to a client, the name of the PDF is "Invoice###.pdf", and the subject line in the default email is "Invoice ### from company name.

Its easy enough to adjust the email template on an as required basis, but it would be handy to be able to change the invoice attachment name on the fly, so that the email can be generated directly from within Xero.

I know the current work around would be to save the PDF and then email separately, but this seems to defeat the purpose.
Official Xero Reply
Hi everyone - following a lot of the discussion here, we've had a few chats to the Product team about what this could involve. It's actually quite complicated to get the level of flexibility that's been requested here. We're also trying to focus our efforts in making Online Invoices the best experience possible, so spending too much time on PDFs would detract from that.

To the good news though! We've renamed the PDF from Outstanding Statement to just Statement - which solves one of the issues outlined here.
 

Brittany H (Community Manager)