Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Invoice - Include the payment dates and payments made when sending invoices to clients.

    39 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  20 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Ella Warren commented  · 

    This would be extremely useful, currently I have to use a screenshot

    An error occurred while saving the comment
    Ella Warren commented  · 

    Agreed, this is massively important for customer communications

  2. Customer Statements - Use Contact default to apply template

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for continuing to engage and share interest for this idea. We appreciate how setting defaults can improve the efficiency of your processes.

    Being open this isn't something we have direct plans of implementing in the near term but have a close eye on the idea and will share if there is any news.

    An error occurred while saving the comment
    Ella Warren commented  · 

    We have a very similar problem with customers needing to pay into different bank accounts and therefore needing our statements and invoices to reflect the different bank accounts, relying on manually selecting the correct statement branding is prone to human error and can be time consuming and costly,

    Ella Warren supported this idea  ·