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Xero Business Community

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Files: Automatically include specific file attachments when emailing Invoices

Started by Tony Mattson in Feature Requests | Idea

I'd like to be able to automatically attach a file to all invoices I email out from Xero. At the moment, each time I create an invoice, I have to manually add the same file from the File Library.
Best Reply as chosen by Brittany H (Community Manager)
Tony, if you use docx templates you can add an extra page after the invoice that will appear on all invoice PDFs.

BTW: I'm sure that this has been requested elsewhere.

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