Attach

Include attachments automatically on every Xero invoice

Xero leaves the Include with online invoice box unticked on every file you attach to a sales invoice. So your customer gets the invoice without the signed order, the timesheet or the delivery note, unless someone opens each invoice and ticks it by hand.

Attach ticks it for you. Every file attached to a sales invoice, from any source, goes out with the invoice.

The problem bookkeepers keep voting for

Files reach Xero invoices from many places: Dext, Hubdoc, stock and job systems, scanned signed orders, emailed proof of delivery. None of them set the invoice attachment to be included online. Xero's own idea thread asking for a default "include attachments" setting has hundreds of votes and is marked not in the pipeline.

Until then, someone opens each invoice, finds the attachment, ticks the box, saves. For a business sending 200 invoices a month, that is hours of clicking, and the invoices that slip through come back as "can you send the paperwork?" and slower payment.

How Attach works

Connect your Xero organisation (read and update invoice attachments only).
Attach watches sales invoices for new files, whoever or whatever added them.
Each file is set to Include with online invoice, so it shows on the online invoice and goes out with the emailed invoice.
Optional rules: only drafts, only certain contacts, or skip files by name (for example internal notes).

Price

$8 / month per Xero organisation

Unlimited invoices and attachments. Cancel any time. Bookkeepers with several client organisations pay per organisation connected.

Attach is being built now and is not yet available. Pressing the button below takes no payment: it puts you on the list, and you will hear from us first when it opens, with your first month free.

Questions

Can Xero include attachments automatically on its own?

Not today. In Xero each attachment on an invoice has its own Include with online invoice setting, and it starts off. There is no organisation-wide default. Attach sets it for you through Xero's API.

Does it work with files from Dext or Hubdoc?

Yes. Attach doesn't care where the file came from: if it is attached to a sales invoice, it gets included.

Does it change anything else?

No. It only changes the include setting on attachments of sales invoices. It never edits amounts, contacts or invoice status.

Is Attach made by Xero?

No. Attach is an independent add-on and is not affiliated with or endorsed by Xero Limited. Xero is a trademark of Xero Limited.