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  1. Email templates - Ability to send statements using different email templates

    6 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community, thanks for sharing this idea.

    For those who aren't aware, within the Email Settings it is possible to create a number of different templates to reflect the wording you'd like to use, depending on the age of the debt. The Add email templates support article has detailed steps on how to do this 😊

    As mentioned, Smart Lists are a great way to filter your customers and can be used as a tool to identify the customers who should receive their statement with each template.

    However as you have found, it is currently not possible to send statements directly to the customers from the Smart List. We understand this is the main ask of this idea, so we'll continue to monitor the suggestion to get a clearer understanding of users that'd like to see this developed.

    Aubry Loubser supported this idea  · 

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

    171 votes

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    submitted  ·  58 comments  ·  For small businesses » Business features  ·  Admin →
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    Aubry Loubser supported this idea  · 

  3. Organisation Settings - Ability to set colour of organisation

    250 votes

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    submitted  ·  77 comments  ·  For small businesses » Business features  ·  Admin →
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    Aubry Loubser supported this idea  · 

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

    327 votes

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    80 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    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.

    Aubry Loubser supported this idea  ·