Settings and activity
32 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.
Joana Mendes
supported this idea
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20 votes
Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.
For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.
An error occurred while saving the comment Joana Mendes
supported this idea
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73 votes
An error occurred while saving the comment Joana Mendes
commented
Any update on this?
An error occurred while saving the comment Joana Mendes
commented
Hi Kelly,
Just like the "Contact Account Number" field that displays when raising an invoice or bill in Xero, I would love to see an additional custom field that can be populated via the contact profile and appears on-screen whenever an invoice or bill is raised for that contact. This would be for internal use only, not shown to customers. The purpose is to capture specific instructions or important notes related to the contact that staff need to be reminded of during invoice or bill entry. Examples on how the field can be used:
Deduct $ from next invoice.
Do not charge freight.
Customer receives 20% off parts.
Always add PO number to the invoice.
Speak with the Manager before processing anything.Having a consistent internal note visible at the point of entry would help reduce errors and improve communication within the team.
Please see the attached screenshots to assist with my case!
Thank you for considering, Joana
An error occurred while saving the comment Joana Mendes
commented
Yes, this would be great. Also, the contact note needs to be formatted correctly as it ignores the spaces and line breaks, making it hard to read and understand by everyone in the team. See attached. Thanks, Joana
An error occurred while saving the comment Joana Mendes
commented
This is a must. Under each Contract, we could set up the internal note and be able to select if this is to show on Invoice/Quote/PO/Bill Page, and also be able to select if this is a one-off note or a recurrent note. This note needs to be able to be reported. Thanks
An error occurred while saving the comment Joana Mendes
commented
Hi Xero, Where are we at with this? We need to have a space for a hybrid note entered in the specific Contact to show on Invoices / Bills , with the feature to have an end date or show a number of times. Thanks Joana
Joana Mendes
supported this idea
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20 votes
Hi team, we appreciate wanting a connection between an invoice and a document it's been copied to. While this isn't in our roadmap just atm, we're tracking the support in this here and I'll let you know if there are any updates to share on this.
Joana Mendes
supported this idea
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12 votes
We're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Joana Mendes
supported this idea
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26 votesJoana Mendes
supported this idea
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24 votes
An error occurred while saving the comment Joana Mendes
commented
See attached, when I search for the Additional contact name, it does not show. Thanks, Joana
Joana Mendes
supported this idea
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18 votes
An error occurred while saving the comment Joana Mendes
commented
Suggestion - When creating an invoice there is a dropdown box under the Issue date - can we have the "Yesterday" option? (see attached)
Bug - When we copy an invoice from the Contact's activity list - the invoice is dated today but the due date is the previous day - see attached.Thanks Joana
Joana Mendes
supported this idea
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5 votesJoana Mendes
supported this idea
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5 votes
Thanks for the suggestion! I've made sure to pass your feedback on to the the team, we don't have any immediate plans for this but will be good to build the interest of this here and I can keep you updated if any plans are made.
An error occurred while saving the comment Joana Mendes
commented
Yes, please.
Could we please have an option to mark an invoice as paid when creating it? Currently, in the top-right corner of a new invoice, we have "Approve & Email" with a drop-down showing a few other options. It would be very useful to have an additional option, "Approve & Add Payment," which would streamline the process for invoices that need to be marked as paid immediately upon creation.
Joana Mendes
supported this idea
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15 votes
An error occurred while saving the comment Joana Mendes
commented
Yes, please.
Could we please have an option to mark an invoice as paid when creating it? Currently, in the top-right corner of a new invoice, we have "Approve & Email" with a drop-down showing a few other options. It would be very useful to have an additional option, "Approve & Add Payment," which would streamline the process for invoices that need to be marked as paid immediately upon creation.
Joana Mendes
supported this idea
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17 votesJoana Mendes
supported this idea
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487 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Joana Mendes
supported this idea
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110 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
An error occurred while saving the comment Joana Mendes
commented
This could be different for different locations. I have contacted Xero and was advised that a new version of the email template with a smaller version of the Xero logo is coming live "I've heard back from our Product team, and they've mentioned that this V2 email experience will be rolled out to New Invoicing users in the coming weeks and to Classic invoicing users later this quarter.".
An error occurred while saving the comment Joana Mendes
commented
Xero, Please provide an update on this.
An error occurred while saving the comment Joana Mendes
commented
I happened to cced me on an invoice that I realise this has been happening. I don't actually endorse or recommend Xero product. Joana Mendes
Joana Mendes
supported this idea
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96 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Joana Mendes
commented
This is a must. I can't believe it has not been done. Just like you can have an email address for each contact name, you should have a contact number for each contact name within a Contact/company record.
Joana Mendes
supported this idea
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An error occurred while saving the comment Joana Mendes
commented
The people within a Contact/Business/Customer/Supplier each have their own email and also mobile number, so this information should be unique to each name and also searchable.
Also, at the moment additional contacts' names and emails are not searchable. This is a must.
See attached for a better understanding.
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6 votes
Do you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂
An error occurred while saving the comment Joana Mendes
commented
Could Xero also have a prompt to make sure you don't want to save when we update Contact info but forget to go to the bottom of the page to save?
Thanks Joana -
3 votes
Hi all, appreciate the interest and rationale in wanting to be able to see under each history which invoice template was used to send the invoice.
We are working on improving new invoicing history that'll eventually include when branding of an invoice has changed.
However, we want to be upfront that recording the name of the branding template the invoice has been changed From and To is not something we'll be developing in the near term.
Joana Mendes
shared this idea
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76 votes
Hi team, we totally get that mistakes happen, and the ability to recall an invoice sent in error would be handy. Hearing how this affects your workflow gives us important context as we review the idea.
At this point, this idea isn’t on our roadmap. Part of the reason is technical: implementing a true recall feature would require extensive work. Once an email leaves Xero, it travels through external email servers outside of our control. Most email providers don’t allow messages to be retracted after delivery, so reliably recalling an invoice isn’t possible in the same way it’d be within an internal system.
We’ll be sure to update this thread if anything changes.
Joana Mendes
supported this idea
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48 votes
An error occurred while saving the comment Joana Mendes
commented
Yes, please. This paired with the ability to see which email template and invoicing branding were used to send the invoice under the invoice's History/Audit.
I also like to see the ability to have the option to add a different reply to email address.
Thanks
JoanaJoana Mendes
supported this idea
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116 votes
An error occurred while saving the comment Joana Mendes
commented
Hi Xero, Where are we at with this? I will say it again, there is no point in implementing the new note field if we can't export or import in bulk. Please provide us all with an update as to when will this be happening. Thanks Joana
An error occurred while saving the comment Joana Mendes
commented
There is little point in having the contact notes field if we can import/export in bulk.
An error occurred while saving the comment Joana Mendes
commented
Any update on when this will come live? I don't want to spend time using/updating the new notes fields.
An error occurred while saving the comment Joana Mendes
commented
It is irresponsible of Xero not to make this field importable or exportable. We are entering valuable information data, which we can't export in bulk. No field should be added until the feature of import and export is delivered.
At least add a note next to the field advising the user that the data entered there can not be exported.
An error occurred while saving the comment Joana Mendes
commented
Yes, please. The notes need to be able to be imported and exported. We also need to have an audit trail on the notes as to who and when it was entered and deleted when applicable.
Also must be searchable. In fact, all items on the contact page should be searchable. Thanks JoanaJoana Mendes
supported this idea
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In our company, we like to ensure that invoices emailed to customers are personally signed by the person who sends them, rather than a generic “Kind regards, Company Name.”
At the moment, this requires manually typing the sender’s name every time we email an invoice, which is inefficient and prone to inconsistency.
It would be very helpful to have the option to include a placeholder for the logged-in user’s name within the invoice email templates.
Just as we can currently insert placeholders for customer details (e.g. customer name, invoice number, amount), we should be able to include something like [User Name] or [Logged-in User] in the email signature.
This would automatically pull the name of the user who is logged in and sending the invoice, creating a more personal and accurate sign-off, for example:
Kind regards,
[User Name]
This feature would be especially valuable for businesses with multiple staff members sending invoices under the same company account, improving professionalism and consistency.
Thanks,
Joana