Email PDF bills into your Xero organisation

Email PDF bills to your organisation and Xero creates a draft bill with the PDF attached.

Access to Email to Bills is currently restricted to a small number of users. We'll let you know when it's available to everyone.

How it works

  • Forward PDF bills to your organisation's unique Xero Bills email address. The PDF needs to be an attachment on the email, not an image in the body of the email.
  • A draft bill is automatically created in Xero when the PDF is received.
  • The PDF will open up side by side to the draft bill so you can easily enter the bill details.
  • Xero automatically attaches the PDF to the bill.

Your Xero Bills email address

Your unique Xero Bills email address can be found on any status tab in the Purchases screen.

  1. In the Accounts menu, select Purchases.
  2. Select any status tab.
  3. Your Xero Bills email address is at the top of the screen.

    Image of your Xero Bills email address at the top of the screen.

  4. Copy this address and save it as a contact in your email address book.

Create a bill using Email to Bills

Once you've copied and saved your Xero Bills email address, forward PDF bills you receive from your suppliers directly into your Xero organisation to create draft bills.

  1. Forward the PDF to your Xero Bills email address.
  2. Log into your Xero organisation.
  3. In the Accounts menu, select Purchases.
  4. Select the Draft tab.
  5. Select the bill you want to create. Auto-generated bills are labelled forwarded bill.

    Image of an auto-generated bill labelled 'forwarded bill'.

  6. Enter the relevant data for the bill.
  7. Click Save or Approve.