Why is the invoice PDF not attached to the invoice emails?
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When the invoice PDF is attached
Section titled “When the invoice PDF is attached”The invoice PDF is attached to the email when:
- You use SortScape’s built-in invoicing
- You use QuickBooks Online
- You use Xero with Email Xero invoices from SortScape turned on under Settings → Integrations → Xero
Why Xero emails sometimes have no PDF
Section titled “Why Xero emails sometimes have no PDF”This only applies to Xero when invoices are emailed from Xero itself (with Email Xero invoices from SortScape turned off).
Xero doesn’t send the attachment with the email when the email is triggered by an external system like SortScape. When using Xero with Sortscape, invoices are created and managed entirely within the Xero system. Sortscape is responsible for sending the invoice details to Xero, which then takes over the invoicing process. This ensures that users can leverage Xero’s robust invoicing capabilities while Sortscape facilitates the integration by transmitting key details.
Xero are aware of the limitation and have an open feature request where you can vote on fixing this here https://xero.uservoice.com/forums/5528-accounting-api/suggestions/39240961
To get the PDF attached, turn on Email Xero invoices from SortScape under Settings → Integrations → Xero so SortScape sends the email instead of Xero. What changes when you turn it on is in Note to Xero customers.