Include files with an online invoice, quote, credit note or prepayment

Include files with your online transactions so your customer can view them. For example, include photos of products you've quoted or sold your customer. Remove and update included files even after the transaction is sent. Your customer only sees the updated version.

Include a file with an online transaction

Your user role determines your access to files.

  1. Open the transaction you want to include a file with.
  2. If you haven't already attached the file to the transaction, upload it or add it from the file library.
  3. Click the file attachment icon Image showing file attachment icon..
  4. Click the options icon next to the file you want to include.

    Image showing the options icon selected.

  5. Click Include with [item].

Once you've included a file, it's listed on the transaction where the customer can view it.

Remove an included file

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

    Image showing the options icon selected.

  4. Click Don't include with [item] to remove it from the transaction. Click Delete to remove the file from the library and from Xero.