Settings and activity
4 results found
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34 votes
Hi community, we understand wanting to hear more from us here. Thank you for sharing and supporting how increasing the number of invoice reminders would help your business workflows.
Our product team are conducting research in this space and we have form you can sign up through here to share your input.
Throughout the research the team may engage you through surveys or direct interviews. We'd love to get your involvement to help us develop the future of Invoice reminders!
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Tom Pivac
supported this idea
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71 votes
An error occurred while saving the comment Tom Pivac
commented
Users have been wanting this feature for over 3 years!
https://central.xero.com/s/question/0D53m00005SiOQJCA3/can-i-change-the-invoice-file-name is an ongoing discussion with multiple users crying out for this!Currently, Xero quoting software and custom templates pretty much unusable! If we want to create a template that changes the quote to an estimate we can change all the content but as soon as the estimate gets emailed there is a great big "Quote" stamped on the filename. This is unacceptable for most businesses.
Tom Pivac
supported this idea
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14 votes
An error occurred while saving the comment Tom Pivac
commented
Agreed. For small businesses/trades we never quote. Every job is estimated. I think if Xero would find that the quoting system would get used a lot more if it was actually an estimating system.
I avoid using the quoting system because its too much hard work to create quote, download pdf, rename PDF to say estimate, email to client, then manually change to accepted.
Surely its not too much extra coding to just change the customers links to "accept estimate" etc instead of "accept quote"?Tom Pivac
supported this idea
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136 votes
Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.
As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.
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It makes no sense that there is a limit. Does Xero not think we care about getting paid once we've sent 5 reminders?
Change to unlimited until paid. (or its too much coding then change it to 100,000 or something)