Invoicing templates+ PDF naming + emailing naming
XERO should enter the customer front office era!!!
We need:
1) drag and drop invoice templates to replace the pre-historic existing templates and doing away with the "Billy Boy" word document interface for making invoice templates = the pre-history!
2) add the ability to tune the PDF naming to include custom selected key element
3) add the ability to use custome selected email naming for emailing invoices!!!!
The most important part being invoice template tuning ... please PLEASE enter the 121st century!!!
Chantelle FRANCIS
shared this idea
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albex ulpoer
commented
Absolutely! XERO definitely needs a modern upgrade to bring its invoicing into the 21st century. The ability to drag and drop invoice templates would replace the outdated “Billy Boy” Word document interface, making it far more intuitive and efficient. Adding options to customize PDF naming with selected key elements and custom email naming for sending invoices would streamline workflows and save massive time. The most critical improvement is clearly the invoice template tuning, which would allow businesses to create professional, branded invoices in seconds. For example, just like how some platforms make downloading and accessing premium content seamless—see Stick War Legacy download https://stickwarlegacydl.com/ for a modern, user-friendly approach—XERO could adopt a similarly smooth, customizable interface to fully modernize its invoicing process.