Get Your Free

Xero Courses Now

Tired of bad quality homemade Xero tutorials? Our easy-to-follow FREE Xero courses will help you learn the essentials in only 2.5 hours.

Xero Bills – How to Attach Files to a Bill

by | 30 Jun 2018 | Bills

When you create a bill in Xero you can attach a file to it such as a PDF or Excel spreadsheet. By doing this, you can keep necessary evidence with the bill at all times. In this tutorial, we will attach an Excel file to a bill in Xero’s demo company.

Purchases Section in Xero

To get started, go to Business → Purchases overview from the main menu:

0103-xero-bills-attach-files-01

Next, click on the Awaiting Payment section to see all the bills that have been created but not paid:

0103-xero-bills-attach-files-02

How to Attach Files to a Bill in Xero

Let’s attach the file to the first bill on the list. Click anywhere on the Heritage Trust row to open the bill:

0103-xero-bills-attach-files-03

To attach a file to the bill, click on the button at the top right-hand side of the screen that looks like a partly folded piece of paper. When the pop-up box appears, click on the + Upload files link:

0103-xero-bills-attach-files-04

Now, you can choose the files you want to attach to the bill. I have created a dummy Excel spreadsheet called Heritage Club File.xlxs for this demonstration and attached it to the bill. Go ahead and attach an Excel file, PDF or anything else that Xero will accept before continuing with this exercise.

Once you are done, you should see a pop-up box like this:

0103-xero-bills-attach-files-05

That’s all you need to do to attach a file to a bill in Xero. The file is now attached to the bill and can be opened and viewed any time.

ultimate-guide-to-setting-up-xero-550x623
xero-big-bundle-course-600x600

Get All 6 Xero Courses and Save 57%

Do you want all our Xero courses? Save 48% by getting them all today for one low price!

  • The best value Xero training anywhere online today.
  • With 270+ lessons and 1400+ minutes of learning you will become a Xero expert fast!
  • Get on top of your Payroll, BAS & GST, Bank Accounts, Projects and much more much faster than you can going it alone.

$49.00 $34.30

Great time to visit. Take 30% off your purchase.
Offer valid until the timer hits zero!
x