Settings and activity

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

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   114 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your feedback around being able to issue progress payments on sales invoices.

   Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.

   We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.

   While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.

   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  ·  For small businesses » Settings & user roles  ·  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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