Invoice Email PDF Attachment
Currently you cannot send the PDF version of the invoice as an attachment to the invoice via the API.
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.
Fundamental Admin commented
This is absolutely crucial! Large organisations must have PDFs for their automated AP systems.
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.
Jacob Kelly commented
Imperative, large organisations do not accept links into their automated AP systems. Must have PDF attachments.
Please add this @xero
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.
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.
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
Kendall Macmillan commented
Please add this!
This is a must have for us as customers are constantly asking for PDF copies of the invoice (because they don't realize the link in the email will allow them to download it).
Retrieving the PDF after the invoice is generated then sending it within the App creates concern with customers as the email looks different to the ones they would usually receive.
Would be fantastic to be able to do this!
Yes please add the ability to configure the email sent via the api
Jacob Kelly commented
This would be a great idea to implement.