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Xero Business Community

Xero Business Community

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Community > Feature Requests >

Sales Invoices: Upload files as attachments & include them when emailing invoice

Started by Heather Upton in Feature Requests | Done!

As part of my personal BAS agent process, I complete a site report for each visit to my clients. I would like to be able to choose that report to attach to the corresponding invoice for that visit when I click 'email'.
Official Xero Reply
Hi all

Just wanted to let you all know that this feature is now live! Basically it's just an extension of the existing "include with online invoice" functionality. When you email the invoice you're now given the option of also attaching those files with the email. You can read more about how it works here.

CTO @ Xero

Craig Walker (Xero Staff)