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  1. Email Templates - Contact Account Number Placeholder

    11 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    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

    128 votes

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    submitted  ·  50 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

    236 votes

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    submitted  ·  138 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Neil Truby supported this idea  ·