Create and Manage Invoice PDF for Sales Effortlessly

Invoice pdf for Sales

foreign [Music] Erton accountants and accounts com uh today I'm just going to do a quick video on how to add a PDF to a sales invoice so this is useful if you've got extra information that you want to send to your customer and include it with the invoice or sometimes we have clients where they want to save something to an invoice so it's actually linked to that invoice and link to that sale but they don't actually want to send it to the customer so it's just there for information for their purposes so you know both options work really well and this is just a short video on how to do that so if we go and add a new sale we would add a little invoice or go and find our customer that we're going to raise an invoice to so if I just do this very quickly just to get the invoice in the system so we add an item um so that's your invoice raised now here you've got this option to add items into that sale which you can either send with the invoice or not send you the invoice so we've got upload files so we can go and find it on our computer and then add the file or we can add from the file Library which is within xero and I've done another video on that so you've got a unique email address that you can email files into it very often people don't use this option because these options work really well but you know there are options there and I've done another video on that um the other thing that people don't realize is you can just drag and drop into this into the into the template so you don't have to physically go in and find an upload file so I've got something saved on my desktop here say what I can do is just drag that in over the top of the template the sales invoice template and it's automatically attached it so that is really quick so if you've got something readily available you can just drop it straight in like that so if we click on there we can view it of distracting our logo there [Music] and you've got two options you've got the default option which is um the normal option is this so don't include with invoice so if you don't do anything with this with this tab here that item will not go with the invoice when you send it what you physically if you do want it to go with the invoice you've physically got to click on there and then click on include with invoice so that is a little bit of a safe option which is great because you know you might add things in there that you just want there as notes internally for that customer and you don't necessarily want it to go so the default setting is it won't send you unless you ask it to so what I've done there now is I've asked it to send with invoice so if we go now approve that and we we're going to send it to the customer we've still got an option not to so we can click on email and then here I usually say include as attachments and include include PDF attachments I usually tick those three boxes and then there that's the the file that we're asking it to include so if you've accidentally marked it you know I mean the problem is you could miss this but you know there is an option there to remove it so if you've asked it to send and you go actually I didn't want it to go at that point you can just remove it and then send okay so if we go back to our emails now if the default is it won't send it so or attach it when you send so if we click on here there included with invoice so that's now included with invoice so if we go email it's now going to send it with the invoice and like I say I usually tick those boxes as well okay so that's like I said we have a lot of clients who use this purely for internal information so where they're saving items to a specific customer's invoice you know it may be drawings or plans or something that they want attached to that invoice just for internal purposes so that there's questions at a later point they can go in and have a look at what they've saved against the uh the invoice okay uh that's that's hopefully been helpful and I'll see you next time okay thanks bye [Music] thank you