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  1. Email Templates - Account Number Placeholder

    8 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used. 

    For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development. 

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    Neil Truby commented  · 

    This would be really helpful. I'm collecting hundreds of installment payments from scores of customers for a ski trip, and it's so wasteful of my time when the payee doesn't include their account number. Would be great to be able to remind them in the covering email for the invoice.

    Can't believe how many basic changes don't get done as Xero concentrates its efforts instead on new paid functionality.

  2. Contacts - Import with contact Group

    104 votes

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    submitted  ·  43 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Neil Truby supported this idea  · 

  3. Contacts: Statements - Allow to be sent to Contact Groups

    200 votes

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    submitted  ·  112 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Neil Truby supported this idea  ·