Invoice | Deposits - Set up email template
When utilising the option to request a DEPOSIT on an invoice there is a standard default email accompaniment. The text within this default email does not fit our business' needs and we have to manually adjust the content every time I send a deposit request when using it. I would like to suggest that we are able to create our own default deposit request accompanying email and select it from the drop down at time of use OR be permitted to edit the default somewhere permanently. The current method is time consuming and creates more work for me (the user). Can we please have the option to add our own default email for the purpose of accompanying deposit requests or a permanent fix on the current default.
Leolec Pty Ltd
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Naomi Williams
commented
Another user here, and yes, I am also looking for this same feature.
At the moment, we’re using the same workaround as mentioned — manually rewriting the email every single time a deposit invoice is sent.
In our case, this creates unnecessary extra work and also introduces a greater chance of human error. It additionally means I can’t confidently delegate deposit invoice sending to our admin team, because each email requires manual intervention and checking.
I’m genuinely excited that Xero has introduced better deposit handling functionality, as previously we were forced to manage deposits outside the system entirely.
Given that standard invoice email templates are already user-editable within Xero, we’re hopeful there may be an opportunity for a relatively small future enhancement that would also allow users to standardise and customise the email templates used for deposit invoices to better suit their business requirements.