Settings and activity
3 results found
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11 votes
Hi team, appreciate the interest and clarification that we've received through this idea fro customers.
Right now adding additional placeholders to email templates isn't in our short term plans but we're continuing to follow the interest of this here.
For the time being I know not the 'set and forget' solution you're after here - you can edit the default email to add the Contact Account Number before sending the invoice.
We'll share if there are any updates for you here.
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128 votes
Neil Truby
supported this idea
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240 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Neil Truby
supported this idea
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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.