Settings and activity

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1. Sales Invoices - Issue progress payments on invoices for project/instalment

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   117 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we'd like to share an update with you all.

   We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.

   We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.

   We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.

   Graham Gepp supported this idea  ·  13 April, 2022

2. History & Notes - Xero Mail - Log of mail sent via Xero

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   174 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

   Graham Gepp supported this idea  ·  12 April, 2022
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   Graham Gepp commented  ·  12 April, 2022  ·  Edit…  ·  delete…

   This would be a very handy feature. For the moment I think the only option is to save invoices to my desktop then attach to my own emails. This however seems to defeat the purpose of the on-line email feature but hopefully this will be a future improvement.

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