Sending a copy of an invoice to Xero

Sending an image/copy of invoice to Xero

Want to send attachments to Xero so you have a copy of your invoice/credit note stored within Xero as well? Sure, we can do that too!

How to activate sending attachments in Lightyear

You can access this setting via Lightyear's Admin tab> Accountancy > Accountancy Software Settings > select Yes for 'Send attachment to Xero ?'  



The image file will be sent along with the invoice details when you export. However, having this setting activated will slow down your export speed. 
Lightyear strips out any symbols within the File Name of the attachment and replaces them with spaces to reduce the likelihood of the attachment failing to send. For example, a file name as Hawthorne Leisure (London) - £12.50 will be renamed as Hawthorne Leisure London 12 50

How to view attachments sent by Lightyear in Xero

To view it in Xero click on the attachment button in the top right corner whilst viewing the invoice details. Both pdf's and scanned documents will be visible.





Xero has a 3MB limit (3,145,728 bytes) on file uploads. Any files that are too large to send will stil be linked a URL so you can view the bill via this link.

You can still see your invoice image from Xero without sending the attachment if you click on the 'Go To Lightyear' button in the top left corner. For full explanation click here.









      

    Check out our
    Product Blog Series
    to stay up to date

      • Related Articles

      • Sending an image/copy of invoice to QuickBooks Online

        Want to send attachments to QuickBooks Online so you have a copy of your invoice/credit note stored within QuickBooks Online as well? Sure, we can do that too! How to activate sending attachments in Lightyear You can access this setting via ...

      • Can we send credit notes to Xero?

        Yes! Lightyear can process credit notes as well as bills when exporting to Xero.  If you have the setting to send attachments to Xero, you will find these attached to your transaction in Xero as well.  Note: A link to the document in Lightyear's ...

      • Xero Integration Setup Guide

        Connecting to Xero Because Xero and Lightyear are both cloud-based, set-up and connectivity between the two systems is seamless. Here's how. From the Navigation Pane, head over to Settings > Accounting Software > select Xero from the dropdown menu > ...

      • Exporting from Lightyear to Xero

        From the Signed Off tab in Lightyear, choose which bills to export by selecting or deselecting under the tick box column or individuals, then click the Export to Xero button. Please Note: Up to 25 bills can be selected at one time to be exported. If ...

      • Sending Product Codes to Xero

        Activating Product Codes to be sent Lightyear has always been able to extract line item details and we can now send these Product Codes to Xero as well! Activate this setting under Settings > Accounting Software > Accounting Software Settings > Send ...