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

    30 votes

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    submitted  ·  17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Dalia Wade shared this idea  · 

  2. Email Settings - Ability to have separate reply-to email address

    364 votes

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    100 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.

    We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.

    We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.

    This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.

    For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks

    Dalia Wade supported this idea  · 

  3. Customer Statements - Ageing (30, 60, 90days)

    432 votes

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    165 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

    There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

    Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

    • Once you've got it set up, save as Custom so you can easily access this format anytime
    • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
    • Export the report to PDF, where you can send to customers from your email system outside of Xero

    We appreciate…

    Dalia Wade supported this idea  ·