Settings and activity
4 results found
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16 votes
Hi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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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.
Lee Marquis
shared this idea
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424 votes
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
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718 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
Lee Marquis
supported this idea
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1,103 votes
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
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@sam gray agreed!