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Ajith Udhayashankar

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  1. Invoice Email PDF Attachment

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    19 comments  ·  Accounting API » Invoices  ·  Admin →
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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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