Don't send invoice attachment to Xero
When we post the invoices through to Xero (everything is working as expected in terms of transferring line by line detail, project codes, cost centre codes etc), but there is always an attachment in Xero which is the Fresh Projects generated invoice.
This means that when we issue invoices (we are sending client the Xero generated invoice), client can see the Xero invoice PLUS the Fresh Projects invoice, unless we delete each Fresh Project invoice attached at the time of sending the email.
it would be easier to manage if we had the option to not send the attachment to Xero at all.
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Comments2
Jan 26
PinnedHi there,
This is now possible - please confirm that we can set this up on your profile.
Kind regards,
Ivona
Beige Mirror
Jan 26
Ivona Milanova-Thomaides
Jan 26
Thanks for the feedback! We can configure your settings so that this attachment isn’t included when posting the invoice to Xero.