Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
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Jeannene Anchen commented
Hi
I use Xero for my quotes and invoices to clients. I have a pet sitting and boarding business. Is there somehow in XERO I can also keep a record of each client's dog's annual vaccination records along with Council registration details? Also an alert feature for when these expire and need to be renewed.
Kind regards
Jeannene -
Mohammed Fkriy commented
very helpful
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Janette Wheatley commented
Something like this for payable contacts for BPAY or auto direct debit payment reminders would be very helpful. Especially for relief staff.
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Hi Nicola, sounds like you'd find this useful at a practice level?
We have an idea for client notes (https://productideas.xero.com/forums/939198/suggestions/44961118) or another when in a Xero organisation(https://productideas.xero.com/forums/939198/suggestions/44988703). Let me know your preference here, and I can merge to the most relevant. Welcome to support both though 🙂 -
Nicola Smith commented
Pop up to-do list or google style calendar reminders to appear when you log on to Xero, populated manually by the user and only visible by that user when they log on.
When dealing with multiple client Xero files as a bookkeeper who may be using different computers to log on to the files depending on where we access the client (ie onsite or at office). It would be great to be able to list particular jobs that need to be done in the particular Xero file for instance, remember to change an employees pay rate on a certain date, and have these tasks pop up, reminder style, when you log on to that Xero file.