Skip to content

I suggest you ...

← Accounting API

Attach pdf invoice when emailing invoice via API

There is currently no way to attach the invoice PDF to emails when emailing from the API. We've had to resort to sending the link in the template used to email our customers. However, our customers prefer having an attachment instead of going to a link to download it.

44 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Office NZ shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Oleksii Orekhov | PrimeXM Developers commented  ·   ·  Report

    Very critical for us. We use API to generate invoices and want to send PDF invoice and additional PDF attachment in e-mail. Such functionality is available in Xero UI. So what is the problem to add this in API?

  • Fundamental Admin commented  ·   ·  Report

    This is super important. We end up having to send invoices twice because our customers also use OCR via their automated accounting packages.

  • Kura Solutions Admin commented  ·   ·  Report

    This is super important. We end up having to send invoices twice because our customers also use OCR via their automated accounting packages.

  • Adham Fakhra commented  ·   ·  Report

    Hi Xero. Can we get some traction on this please? A lot of our customers use OCR that relies on a PDF

  • Kirsty Daniels commented  ·   ·  Report

    Yes please, Xero! It makes no sense that invoice PDFs can't be attached automatically...

  • Michael Poulsen commented  ·   ·  Report

    Please create this Xero. I have an ingoing bill setup which accepts only PDF's through Xero - why are you not offering this yet?

    I have to use a different billing system for outgoing invoices. Pretty tedious and I know you can do better on this one.

  • Anonymous commented  ·   ·  Report

    @Xero this seems to be getting more and more urgent. Customers are using invoicing systems that only read PDF invoices and won't follow the links

  • Keith Palmer commented  ·   ·  Report

    Many businesses require a PDF for their own record keeping, so this would be a great feature.

    Our partner app (ChargeOver) has a number of Xero customers who would benefit from this feature.

Accounting API: Invoices

Categories

Feedback and Knowledge Base

(thinking…)