Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. New invoicing | Contact - add additional people on the fly

    32 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  ·  22 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
    Lee Marquis commented  · 

    @sam gray agreed!

    An error occurred while saving the comment
    Lee Marquis commented  · 

    @sam gray - not sure what the ridiculous part is??

    An error occurred while saving the comment
    Lee Marquis commented  · 

    Thanks - yes there is no way to add the contact's primary person first/last name (see attached). You can create a new contact from within the invoice but there is no where to add a first/last name, so when you go to send the invoice the email starts with "Hi ," instead of "Hi John,". I have to create the new contact (within in the invoice) and then open a new page to edit that contact so I can add in a first name.

    An error occurred while saving the comment
    Lee Marquis commented  · 

    When adding a new contcat from within an invoice, it would be useful to be able to add the contact first/last name. Currently you can only add the business name, email, phone number and addresses. That means unless you open up the new contact in a separate page to add in the contact first/last name (which is time consuming), then when the invoice is completed the email cant be addressed to the person's name. Would be much simpler to have first/last name field within the new contact section of the invoice.

    Lee Marquis supported this idea  · 

  2. Xero Mail - Send as @company-name.com not message-service@post.xero.com

    458 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

    385 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
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.

    They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.

    For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.

    Lee Marquis supported this idea  · 

  3. Customer statements - Ability to auto email Statements to customers

    1,157 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

    329 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
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

    Lee Marquis supported this idea  ·