Invoice Email PDF Attachment
Currently you cannot send the PDF version of the invoice as an attachment to the invoice via the API.
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Matt commented
Critical, as any invoices are emailed via the API to customers using SAP are rejected as don't have a the PDF attached
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Alexander Millar commented
This is a critical API for us. We are looking to Email Invoice with PDF, and we're surprised this functionality isn't available.
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Santiago Bravo commented
This is quite a critical API enhancement for us. Having a simple operation: Email Invoice with PDF
We're using the invoices endpoint to (1) create and (2) email invoices to clients of accounting practices (our own customers). We get repeated requests and complaints that the email invoices don't include the PDF version attached. This is very problematic for their clients since they build workflows around this that required an attach file.
When accountants sent the invoices manually through Xero's UI, they simply ticked the box Attach PDF. But when we use the API to trigger the same operation, we have no way to attach the PDF, pretty strange that this wasn't built from the get-go.
I hope this gets prioritised soon.
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James commented
This not being possible seems like an intentional omission considering it's available in app and is a pretty basic core feature. I hope I'm wrong and this gets added, but given this thread is over four years old, I don't have high hopes
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Alexander Hunt commented
This feature is critical to us as not having it slows down our invoicing process significantly, resulting in a negative impact to our companies cashflow.
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Lynnette Smith commented
It is critical to our business for the Xero API to send a pdf invoice in order to be paid in a timely manner. I am receiving emails every day questioning whether the link is a scam and for security reasons companies will not open a link. The basic requirement is to receive a pdf invoice so that it can be automatically uploaded into accounting software.
We have a connection with microsoft dynamics. The Xero api has a limitation which does not give access to the part of the invoice email send that sends the pdf directly.
I also feel that the invoice reminders should also contain the pdf rather than just a link. -
Luke Wheeler commented
We also heavily rely on the Xero API to trigger the send of the invoices from Xero.
This has become a much bigger problem since the link in the email to access our Xero Invoice has had the landing screen changed. users now only see a high level summary of the invoice (not the whole invoice) and a spot to pay via card. Majority of our customers pay via EFT. We did not get notification that this was changing and Xero support have said its a global experiment thats working as planned and no plan to change it back.This is causing concerns amongst our customers who are now unwilling to pay because dodgy links are a scam and they dont want to pay via card details (until we explain to everyone of our customers how to download the pdf).
Majority of our customers pay via EFT details and need to see the whole invoice for details of what we were billing for and for their audit purposes.
This issue seemed to change when we were updated to be e-invoicing registered.
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Ajith Udhayashankar commented
We heavily rely on the Xero API to streamline our business accounting processes, particularly for automating the triggering of invoice emails. However, a significant challenge has emerged as we are unable to include the invoice as a PDF attachment in these automated emails. This issue has become more pronounced due to our clients adopting a security-conscious stance towards embedded links in emails, driven by compliance requirements with third-party bodies such as ISO.
In response to our clients' heightened information security standards, we find ourselves manually triggering emails from within the Xero UI. While this isn't excessively time-consuming, it becomes a notable inconvenience considering the majority of our accounting operations are automated through the API.
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alexifti1337@gmail.com commented
If unable to send PDF invoice attachments via API, check documentation for format requirements. Consider alternatives like file conversion, linking to hosted PDFs, or base64 encoding. Contact the API provider for support or updates on future features https://treasuryprime.com/.
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Liam Oliver commented
We use the Xero API extensively to automate our business' accounting process. Triggering Invoice emails via the API is a time saver; but not being able to include the invoice attached as a PDF to this triggered email is quickly becoming a major issue for our organisation.
Our clients are shifting to a more security conscious approach to embedded links in emails. Alot of this shift seems to originate from becoming more Info Sec compliant with 3rd party bodies such as ISO, etc - such that all links should be considered malicious and not to be engaged with due to phishing potential.
Due to our clientele's info sec requirements, we're having to manually trigger emails from within the Xero UI, which isn't a huge time sink, but annoying when the majority of our accounting is automated via the API.
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Anonymous commented
I am having difficulty getting invoices delivered to certain large clients who will not click on a link to download an invoice due to security concerns.
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Morgan commented
Our customers require this feature as clicking a link in an email doesn't work for some of them.
Any news on when this will be available.
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Brendan Gooden commented
Hi Team - do we know when this will be implemented? It seems that Xero already have a PDF/Image parser in the backend because of the bills email address. It would be great to extend this functionality to the API.
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Fundamental Admin commented
This is absolutely crucial! Large organisations must have PDFs for their automated AP systems.
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Kura Solutions Admin commented
Increasing numbers of clients are using automated invoice processing systems, requiring a PDF for processing. This is true of most of the government organisations we deal with, so this feature is critical.
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Jacob Kelly commented
Imperative, large organisations do not accept links into their automated AP systems. Must have PDF attachments.
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Anonymous commented
Please add this @xero
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Chris commented
For those struggling with this, I was able to create a work around using make.com (but you could probably use Zapier, etc).
Here's the process:
1. Watch for new Xero invoices
2. Get PDF of Xero invoice
3. Get email contact details for the invoice
4. Create an email (in make.com) and attach the pdf. -
Gillian commented
As per other requests, my customers are asking for the PDF to be sent to them. This is so the invoice goes easily into their Xero.
The API I use is therefore useless if you can't get the pdf sent. It can be sent when you email the invoice from Xero so why can't you allow the PDF to be sent via an API.
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Renata Jantos commented
Our custmoers are asking for this feature to make their invoice look more premium and also to save them a step in opening PDFs. Some have also automated their invoicing and rely on a pdf invoice attachment