Manage files from an invoice or receipt in Xero for iOS

Rename, remove, delete or share files from an invoice or receipt in Xero for iOS.

Rename a file

  1. Tap Sales or Receipts.
  2. Open the invoice or receipt you'd like to update.
  3. Tap the file icon Image of the attach file icon in Xero for iOS. then select View Attached Files.
  4. Tap the file name.
  5. Tap Options, then tap Rename.
  6. Enter the new file name, then tap Rename.

Remove a file

When you remove a file attached to a draft or unpaid invoice or receipt, it moves the file to your organisation's Files Inbox.

  1. Tap Sales or Receipts.
  2. Open the invoice or receipt you'd like to update.
  3. Tap the file icon Image of the attach file icon in Xero for iOS. then select View Attached Files.
  4. Tap the file name.
  5. Tap Options.
  6. Tap Delete, then tap Move to Files Inbox.
All users except Read Only users can access files in the Files Inbox.

Delete a file

When you delete a file attached to an invoice or receipt, it is removed from the invoice or receipt and is permanently deleted from your organisation.

  1. Tap Sales or Receipts.
  2. Open the invoice or receipt you'd like to update.
  3. Tap the file icon Image of the attach file icon in Xero for iOS. then select View Attached Files.
  4. Tap the file name.
  5. Tap Options.
  6. Tap Delete, then tap Delete.

Share or copy a file to another app

You can copy or share a file with another app if you can preview the file in Xero for iOS.

  1. Tap Sales or Receipts.
  2. Open the invoice or receipt you'd like to update.
  3. Tap the file icon Image of the attach file icon in Xero for iOS. then select View Attached Files.
  4. Tap the file name.
  5. Tap Options, then tap Share.
  6. Tap on the app that you'd like to open the file in, or choose the action that you'd like to perform.
If you make a change to the file in another app, you'll need to upload the file into Xero again.