How to attach a file when you send an invoice in Xero

Annette Ferguson

Annette Ferguson

How to attach a file when you send an invoice in Xero

Drag and drop files that you want to be included to your invoice. You can add these at any stage of the invoicing process.

By default, any files you add will not be available to your customer. To allow your customer to see them, click on the Settings icon and choose include with Invoice.

That is how to attach file when you send an invoice in Xero.

Thanks ever so much for taking the time to read my post I truly hope you’ve found it useful and insightful. If you have any questions feel free to contact us!

I am Annette Ferguson, CEO of Annette & Co. Chartered Accountant, Profit First Professional and creator of the Business Wealth Engine. We’re also SUPER social so don’t forget to follow. Here’s to your success!

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