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  1. Xero Accounting app - Ability to send statements from the mobile app

    45 votes

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    submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Terri Kayed commented  · 

    A necessity when away from the office, especially when credit notes are issued on an account and I need to send a client his actual balance due.

    Terri Kayed supported this idea  · 

  2. Email to Credit Note

    285 votes

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    69 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.

    We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.

    As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.

    If there are any changes put in place for this, we'll let you know.

    Terri Kayed supported this idea  ·