Xero invoicing2/28/2023 ![]() Once you have attached your file, click on the cog icon beside the file name and choose Include with Invoice from the drop-down list if you want the file to be emailed to the customer with the invoice. Now you can choose the files you want to attach to the invoice. Go ahead and attach an Excel file, PDF or anything else that Xero will accept. When the pop-up box appears, click on the + Upload files link. To attach files to the invoice, click on the button at the top right-hand side of the invoice screen that looks like a partly folded piece of paper. In Xero, you can do this by attaching the files to the invoice and including them in the email to the client. Sometimes, when you email a sales invoice to a client, you need to send some files with it such as Excel spreadsheets or PDF documents. That’s all you need to do to create a new sales invoice in Xero. If you do not need anyone else to approve your new sales invoices, you can go ahead and approve them yourself by clicking on the Approve button at the bottom right-hand side of the New Invoice screen. If your invoicing process requires you to save new sales invoices as drafts for someone else to approve, click on Save → Save as Draft on the bottom left-hand side of the New Invoice screen. What you choose to do depends on how you run your business. Now that you have created your invoice, you will be able to Save or Approve it. To see what the invoice will look like to the customer, click on the Preview button on the top right-hand side. ![]()
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