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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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
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Kendall Macmillan commented
Please add this!
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Nicholas commented
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. -
Anonymous commented
Would be fantastic to be able to do this!
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Morgan commented
Yes please add the ability to configure the email sent via the api
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Jacob Kelly commented
This would be a great idea to implement.