Be able to email attachments on invoices
When I send invoices to customers I have to attach the correlating support data to the invoice. At the moment I can attach the support data but I can't email it out from Xero. I therefore have to download each invoice and then manually generate an email from my email system for each customer in order to attach the data and invoice in a single email... a laborious process at the start of each month!
Life would be so much better if I could email attachments along with the invoice directly from Xero. This functionality is literally the only thing I miss from my old system... Xero is far superior but falls down in this key aspect.
I would really appreciate this functionality.
Alan Macdonald commented
I would like the ability to do the following through the API
(1) Add an attachment to an invoice (available)
(2) Mark the attachment as 'include with invoice' (NOT available)
(3) Email the invoice with 'Include files as attachments' set to ON, and 'Include PDF attachment' set to OFF (NOT available)
I understand that Xero are making improvements to Workflow. If so, this would be a really good enhancement to make as I need to do this process manually EVERY week for MANY invoices.
Jacob Kelly commented
Would be amazing to get this functionality.
I would also value this functionality. For example I act as an agent for my customers and purchase items on their behalf (I am flat rate VAT registered so it makes sense to pass on costs as disbursements).
I attach the original receipts against the invoice in Xero but it would be really helpful to see all the files attached when sending the invoice email and be able to select any to attach to the client's email.
This is seriously simple code to implement. The code is already there in the main - it has to be to attach the invoice to an email in the first place!
I've checked a few of the Accounting SaaS providers and the only one I can find that does what many users on this forum are asking for, is Kashflow
Totally agree, when can we see this come into play