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3 results found
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1,433 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
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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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54 votes
An error occurred while saving the comment David Faulder
commented
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.
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100 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.
To be honest the only reason I haven't unsubscribed to these updates at this point is so I can keep looking for recurring commenters who arrived full of confidence, assertively demanding improvements and watch over time as the hope of an implemented solution slowly drains from their soul