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  1. Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)

    66 votes

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

    Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.

    More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.

    Nick Putman supported this idea  · 

  2. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    335 votes

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    116 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

    Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

    Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

    As we embark work on the Account Transactions tab we'll be able to revisit…

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    Nick Putman commented  · 

    A very poor response from Xero, many years after this feature was requested. I'd hold off on the idea of beautiful experiences, and focus instead on basic functionality. I'm not holding my breath though.

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    Nick Putman commented  · 

    Please implement a basic feature to automatically send receipt to contacts when their payments for invoices are reconciled. Thanks.

    Nick Putman supported this idea  ·