Settings and activity
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1,342 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
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498 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
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Stockshed Limited
commented
Hi All Well I'm frustrated about this too! It would be great to have an automated reminder. I've found a temporary work around but it's not automatic so you do have to go back to your quotes sent list to manually send it. You can create an email template called Quote follow up and write your quote follow up letter and then resend a quote say 5 days later manually using the email template you've created.
Many customers have multiple shipping addresses. It's very annoying that these cannot be stored so you can choose the shipping address for a particular order. I know that Sage allows for this and it seems crazy Xero as advanced as it is does not. Please sort it out Xero. All I can do currently is save the addresses previously used under notes for the customer.