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3 results found
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14 votes
Hi there 👋Is there an ideal number that you'd be looking to add to a single contact?
Also surrounding the second part of your invoice here - With classic invoicing there is currently the ability to create invoices for a contact group. This isn't available in new invoicing as yet, but something the team are looking to develop.
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1,238 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
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David Faulder
commented
It's obvious to anyone in business that two key features are missing from Xero.
The ability to have multiple addresses in one contact for customers that have multiple sites.
The ability to have multiple persons selectable within a contact for customers where you send quotes to numerous separate persons within a customers company.
This has been ongoing for years with little to no progress. I have no confidence that it is a genuine priority for the development team, they seem to spend their time "fixing" things which in my opinion were not broken to start with.
An error occurred while saving the comment David Faulder
commented
The solution I am using is different branding themes with the recipients name written into it on the template. This allows me to get by to a certain extent but there is a limit to the amount of branding themes you can have.
I have one large customer with two addresses and over ten different individuals I need to send quotes to on a regular basis. This is very frustrating
David Faulder
supported this idea
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72 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
In one customer alone I deal with 4 project engineers, 3 safety reps, 2 senior managers and the buying department and need to send quotes to the them all addressed individually. So 10 contacts would be a minimum for me. Ideally available to pick from a drop down on the quote page in my case.