6 results found
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Customer statements - Ability to auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
1,089 votesHi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
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Xero Mail - Send as @company-name.com not message-service@post.xero.com
Ability to make an email sent from Xero appear as @company-name.com instead of message-service@post.xero.com, when users send an email to their client/customer.
Purpose: To provide more validity when sending communications from Xero out to clients/customers and avoid items ending up in Spam/Junk mail.
412 votesHi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
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Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
326 votesHi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
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Repeating Invoice - bulk update of amounts
We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!
255 votesHi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
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Invoicing | Files - Ability to attach files before adding contact
This Function is Broken with New Invoicing - It does NOT create a new invoice with the file attached.
82 votesThanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.
There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.
We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.
Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.
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Quotes - Access to contacts and adding details
There is a difference between the functionality of new quote page and the old one.
On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.
On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link…
55 votesHi team, we appreciate your idea and interest for this here. We apologise it's been a bit quiet on our front till now, however I want to assure you product ideas continues to be a core channel for our product teams as they continue to plan their roadmaps.
I'm pleased to share an update that this is a feature our product teams are currently taking a look into. As soon as there is further news on this to share I'll be back with another update for you on this.
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