Not every business wants to group or hide anything on a client invoice — plenty are perfectly happy sending the full, itemised Xero invoice exactly as it is. #GENERATE still has something to offer here: once your InvoicePolish template is set up the way you want it, #GENERATE lets you skip opening InvoicePolish altogether. Save the invoice in Xero, and the polished, on-brand PDF attaches itself, ready to download and send.
Once your InvoicePolish Global Template reflects your logo, colours, fonts and layout the way you want it, that template applies to every invoice you generate — automatically, with nothing to re-select each time. The only manual step left is opening InvoicePolish and clicking through to generate the PDF. #GENERATE removes that last step.
Add a line item to the Xero invoice whose entire content is #GENERATE — leave everything else on the line blank. Click Save or Update on that invoice in Xero, and InvoicePolish detects the save straight away. It applies your template exactly as you've set it up, and within moments attaches the finished PDF back to the same Xero invoice — no line items grouped, no line items hidden, every item still shown in full, just professionally branded and laid out.
The PDF is already sitting on the Xero invoice by the time you go looking for it. Download it there and email it to your client directly. The entire trip through InvoicePolish — template, branding, layout — happened without you ever having to log in.
There's no need to remove #GENERATE once you're happy with the result — keeping it on the invoice means every future edit and save attaches a fresh, timestamped PDF automatically, without you lifting a finger. Save again with nothing actually changed, and InvoicePolish recognises that and skips attaching a duplicate. Old attachments aren't deleted automatically, so you end up with a running history of the invoice — tidy it up in Xero any time by deleting older versions and keeping just the latest.
No. #GENERATE applies your template and attaches the PDF regardless of whether anything is grouped. Without any grouping set up, every line item on the Xero invoice shows individually, exactly as it does in Xero — just presented through your branded template.
Your default Global Template for that Xero organisation — the same one InvoicePolish already applies whenever you generate a PDF manually. Set it up once, and #GENERATE uses it automatically from then on.
No — #GENERATE is invoice-specific automation and doesn't trigger on Xero quotes.
Only when something actually changes on the invoice. An unrelated or repeat save that doesn't change the content is recognised as a duplicate and skipped, so attachments don't pile up unnecessarily — a genuine edit still attaches a fresh, timestamped PDF.
No grouping required — just save in Xero, and the branded PDF attaches itself.
No disruption to your Xero account. Cancel anytime.