To Attach Invoices to Transactions in Xero

  1. Click “Add details”

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  1. On the new box that opens click on the
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    icon and select “+ Upload files…”
 
 

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  1. Choose the file from your computer and click “Open”.

The file is now attached.

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To Attach Invoices using the Invoice Package

If you have the invoice package on Xero there’s an alternative way to add bills with added benefits.

  1. Go to Business – Bills to pay
  2. Select “Create bill from email”

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This gives you an email address you can send the bills to, which will create a draft bill with some details filled in and the bill attached.

  1. Just code and approve the bill, then match the transaction when it goes through the bank.

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