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26 results found

  1. Contacts: SMS reminders for invoices

    65 votes
    31 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, sending invoices via SMS is now available to all Australian users that have connected Stripe. With great uptake we're now looking to extend this feature, and the next region SMS will be launched to is the US. I'll keep you updated on it's release here. We'll continue working toward making this feature available to more users so any news of other regions will also be shared through this idea.

    Just to confirm for everyone here - It's not currently possible to set up send SMS for invoice reminders, to send an invoice via SMS you'll need to open each invoice and select this option from the 3 dot option menu in the top right of the invoice. Developing a more automated means may be something we look to do over time but isn't in the plans just yet.

    Jordana Gray supported this idea  · 

  2. Inventory - Add an alert when Product reaches a 'low' quantity

    50 votes
    submitted  ·  17 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jordana Gray supported this idea  · 

  3. Invoicing: Calculate and charge interest on overdue invoices automatically

    149 votes
    submitted  ·  51 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jordana Gray supported this idea  · 

  4. New invoicing - Increase size of item code display

    5 votes
    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jordana Gray supported this idea  · 

  5. Invoice - Add notes/comments line item

    92 votes
    31 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

    This isn't something we have planned at present. 

    We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

    Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

    We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

    Jordana Gray supported this idea  · 

  6. New Invoicing | Send - Copy & paste multiple emails into the To field

    17 votes
    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jordana Gray commented  · 

    When I'm in the email invoice page, there's no way for me to copy the email address. I can't hightlight the email address or right click on it.

    I also cannot edit the email address. Sometimes instead of sending to the default invoices@company.com I want to send to john@company.com but I don't want to change the default email address on the contact and I don't want to have to type out the email address (and potentially have mistypes).

    Jordana Gray supported this idea  · 

  7. Notification | Send to REPLY TO email when quote accepted

    177 votes
    62 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

    Jordana Gray supported this idea  · 

  8. Remittance advice: more email address options

    41 votes
    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?
    Jordana Gray supported this idea  · 

  9. Overpayments - Email/Print

    78 votes
    submitted  ·  34 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Jordana Gray supported this idea  · 

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

    340 votes
    88 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.

    Jordana Gray supported this idea  · 

  11. New invoicing - Don't open new tab when clicking the contact

    7 votes
    9 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.

    With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.

    We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.

    An error occurred while saving the comment
    Jordana Gray commented  · 

    This is causing so many tabs. Default should be to open the contact on the existing screen. People can easily open pages in a new tab by right-clicking or middle-clicking (scroll wheel) to open a tab in a new tab. This feature is unnecessary and annoying.

    Jordana Gray supported this idea  · 

  12. New invoicing - Show warning if repeat template has been deleted

    5 votes
    2 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.

    An error occurred while saving the comment
    Jordana Gray commented  · 

    This has caused (and continues to cause) a lot of confusion with our team. On the new invoicing, it looks like the repeating invoice template is active even when it's deleted. I like that we can access it still in case we want to reactivate it but it should be clear that it's currently deleted.

    Jordana Gray supported this idea  · 

  13. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    395 votes
    200 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

    …

    An error occurred while saving the comment
    Jordana Gray commented  · 

    We often do not need to email an invoice when we create one so we would really like 'Approve' to be the default or at least have another button for just 'Approve'

    Jordana Gray supported this idea  · 

  14. New Invoicing - Description Box Defined

    4 votes
    2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for confirming, Nicki. I can confirm I've shared this back with the team. We are looking at further improvements to the invoicing grid, so I'll let you know here if  there's any news for this.

    An error occurred while saving the comment
    Jordana Gray commented  · 

    This seems like a glitch. We don't like the look of it.

    Jordana Gray supported this idea  · 

  15. New Invoicing - Add Expected Invoice Payment Date within Invoice

    53 votes
    submitted  ·  23 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jordana Gray commented  · 

    We use this daily. We need it back as soon as possible! This will slow us down considerably. Very inconvenient not having it!

    An error occurred while saving the comment
    Jordana Gray commented  · 

    Yes, we use this feature from within the invoice itself a lot and having to go to the Business > Invoices page is time consuming. I'm still using the Classic Invoicing because every time I try the New Invoicing it takes me so much longer to do everything. Feels so backwards!

    Jordana Gray supported this idea  · 

  16. New Invoicing - Add Payment details on invoice screen

    337 votes
    63 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

    An error occurred while saving the comment
    Jordana Gray commented  · 

    It was so easy to add payments on Classic Invoicing. Why is it harder with the new version? This is so backwards. Our team's efficiency will go down signifcantly.

    Jordana Gray supported this idea  · 

  17. New Invoicing - Option to switch Autosave off

    410 votes
    submitted  ·  182 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jordana Gray commented  · 

    This is going to result in a whole lot of draft invoices that we will have to sort through and delete and we are so used to starting an invoice, realising we don't need it (for whatever reason) and just closing the page. Really really don't like this feature. I have never once thought "wow I'd really like it to save my invoice as I'm working on it". Who is spending that much time making an invoice anyway?

    It also seems to make the process slower because it keeps saving every time you change something.

    Jordana Gray supported this idea  · 

  18. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    485 votes
    79 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Jordana Gray supported this idea  · 

  19. New Invoicing - History to include if invoice is resent

    290 votes
    67 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    Jordana Gray supported this idea  · 

  20. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    721 votes
    160 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Jordana Gray supported this idea  · 
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