Sending PDF's from Xero to Lightyear

How to send an attached PDF from Xero

Hi there! Welcome to Lightyear. 

If you have been directed to this article then we'll assume you have been sending your invoices via email with only a URL link that your customer has to click into to see the invoice, but Lightyear requires the invoice you're sending to your client to have an attached PDF, so we have provided easy instructions below so you can send them this way if you're using Xero.

When you go to send a bill from Xero, please click on the "Email" option> tick the check box to "include pdf" > Send.

Classic invoicing View: 




New invoicing view:


This will now attach the bill as a Lightyear-friendly pdf.

Thank you.



      

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