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106 results found

  1. Contacts - Set default settings when adding new contacts

    Have the ability to set default settings for every new Contact you add to Xero.

    Our default tax will always be Tax Exclusive for example. We should be able to set this as the default to all new contacts added, as well as:

    Default account
    Currency
    Invoice Theme
    Invoices Due Date

    Cheers

    15 votes

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    submitted  ·  2 comments  ·  Contact  ·  Admin →
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  2. Contacts - Pull client's contact detail from WhatsApp

    From within your contact details or Quote or Invoice - why not have the functionality to communicate to a client via WhatsApp or send the Quote or Invoice via WhatsApp. If you are in the construction industry, acknowledging that not everyone is in construction, the craftsmen you work with only gets to Mail and acceptance of quotes in the evenings. WhatsApp's they respond to easily and quickly ....

    6 votes

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    submitted  ·  0 comments  ·  Contact  ·  Admin →
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  3. Contact: Prepayment - Show on statement with negative balance

    To show a negative number in customer balance, when customers have a prepayment.

    Purpose: To make users easier to see any prepayments that were made by their contact in Xero.

    38 votes

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    submitted  ·  21 comments  ·  Contact  ·  Admin →
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  4. Contact - View Repeating Invoice details on Contact record

    To make users able to see repeating invoice details from Contact record.

    Purpose: To make users jump into active repeating invoices easily, and to minimise the risk of setting up duplicate repeating invoices for the same contact.

    25 votes

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    submitted  ·  5 comments  ·  Contact  ·  Admin →
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  5. Contacts - Warning if entering contact simliar to existing

    Ability to have a notification when there’s a duplicate contact in Xero.

    Purpose: To make users easily check contacts that have similar details.

    120 votes

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    submitted  ·  40 comments  ·  Contact  ·  Admin →
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  6. Contacts - Automatic Credit Hold/Stop

    Ability to automatically put customers/contacts in Xero on credit hold.

    Purpose: This is to make staff within the Xero org can’t send the invoice to the customer if they have an overdue payment.

    91 votes

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    45 comments  ·  Contact  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community,

    As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.

    Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.

    We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀

    If there's any change we will let you know on the thread. Thanks

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