Settings and activity
7 results found
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72 votes
Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
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Angela Forman
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101 votesAngela Forman
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102 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
Angela Forman
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75 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 Angela Forman
commented
Need the ability to store position as well as phone number.
Our current work around is to enter phone number after the first name and their position after the last name.
Example:
First Name: Joe 025 555 5555
Last Name: Blogs (Accounts)Angela Forman
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181 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Angela Forman
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544 votesAngela Forman
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47 votes
An error occurred while saving the comment Angela Forman
commented
I have had a customer pay us three times for the same invoice! presumably due to misreading their statement and thinking they owed us, rather than that a credit amount was showing.
It would be so much easier if you could email an overpayment, this would:
1. Let the customer know they have overpaid and the amount
2. Advise that you have received a payment.
3. Be less work for ourselvesCurrently have to screen snip, attach to an email, explain the situation etc. etc. It really becomes a nuisance if someone overpays.
Related - it would be fantastic if you could email a receipt which showed the total amount received and where it has been allocated. E.g. part to an invoice and part to an overpayment.
Angela Forman
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A workaround we use for this issue is:
Send a copy of the invoice to ourselves by selecting the checkbox at the bottom of the email dialogue box.
In email programme manually move the "copy" to a separate folder, OR set up mail rule/s to move these "copies" to a delegated folder.
On the emailed copy, it is possible to see what other email addresses this has been sent to. If a customer says that they have not received an invoice, we can forward the "copy" directly from our email programme (and put a note on the invoice in Xero).
We do not have a lot of invoices though, and this would be rather clumsy for businesses with a large volume of invoices. Also, the email rule needs to be carefully set up so that if a customer replies to an invoice email with a query, then the customer query doesn't also get moved to the folder.
It does at least provide some place where a copy of the invoice along with who it was sent to and when is recorded.
Just sharing in case this is helpful for someone. :)