Remove an included file from an online invoice, quote, credit note or prepayment

Here's how to remove an included file from an online invoice, quote, credit note or prepayment. You can remove a file after the transaction is sent, your customer only sees the current version.

  1. Open the transaction you want to remove a file from.
  2. Click the file attachment icon Image showing file icon with one file attached..
  3. Click the options icon next to the file you want to remove.

    Image showing the options icon selected.

  4. Either:
    • Click Don't include with [item] to remove it from the transaction
    • Click Delete, then either click Delete to delete the file from Xero or click Remove & Save to File Library to move it.

      Iamge showing the remove and save to file library button.

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