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  1. Customer Statements - Add a Pay Now link

    402 votes

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    137 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

    As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

    If you'd be interested in being a part of our early release, please fill out this form.✍️

    While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…

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    Greg Portelli commented  · 

    Been waiting a long time for this functionality for clients to "pay now" on receipt of their statements. Really look forward to this being added.

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    Greg Portelli commented  · 

    To add the pay now button to statements => this would be a fantastic feature where customers have the ability to click on the pay now button and select the invoices they are paying, or all outstanding invoices. This would dramatically improve cashflow for our firm and many of our clients.

    Greg Portelli supported this idea  · 

  2. Email Templates - Option to select different font for outgoing emails

    21 votes

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

    Hi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis. 

    You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen. 

    While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here. 

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    Greg Portelli commented  · 

    Ability to have options to select different fonts and different coloured fonts for outgoing emails.

    Greg Portelli supported this idea  ·