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4 results found

  1. Sales Invoice - Ability to enter new contact first/last name from an invoice

    13 votes

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    12 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Lee Marquis commented  · 

    @sam gray agreed!

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    Lee Marquis commented  · 

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

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    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.

    Lee Marquis shared this idea  · 

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

    391 votes

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    319 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.

    I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.

    When there is opportunity to pick this up, I will share any news with you all here.

    Lee Marquis supported this idea  · 

  3. Email Settings - Specify date/time to send transactions

    676 votes

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    280 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂

    In early stages right now, but I'll share more news as this progresses. Thanks!

    Lee Marquis supported this idea  · 

  4. Invoice Reminders - Auto email Statements to customers

    652 votes

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    141 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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  ·