Settings and activity
4 results found
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32 votes
Would possibly need to consider the # of communications individual contacts are receiving if you had unlimited reminders.
To get a sense of what our customers would be looking for - do you have a # of reminders in mind that would most suit your business, Ryan? 🙂
An error occurred while saving the comment 
Tom Pivac
supported this idea
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62 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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13 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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128 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)