Settings and activity
3 results found
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501 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
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Rosie Rankin
commented
I don’t think Xero give a 💩 about what their customers want, they already have our money and set this improvement thing up to appease people is my view now. Obviously not monitoring it as their only comment was April 19 2022. Disappointing, to say the least. Shame on you, Xero.
My comment June 2022:
Can you do this yet?! When I enquired it was a known thing, the community request pages had changed over and it hadn’t gone with them.. I made a new one, your paying customers want it, when can it be implemented?An error occurred while saving the comment Rosie Rankin
commented
Hey @RhiannaHarby, not sure why you commented that here.. that’s already a thing.. and new ideas must be put up separately too, this is specifically for an automated follow up on sent quotes.
An error occurred while saving the comment Rosie Rankin
commented
Can you do this yet?! When I enquired it was a known thing, the community request pages had changed over and it hadn’t gone with them.. I made a new one, your paying customers want it, when can it be implemented?
An error occurred while saving the comment Rosie Rankin
commented
Can this be actioned now please?!?!
Rosie Rankin
shared this idea
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634 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Rosie Rankin
supported this idea
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30 votes
Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
Rosie Rankin
supported this idea
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Hey Xero, almost a whole year calendar year since an admin posted here.