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13 votes
Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
Freya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votes
Appreciate your feedback, Ximenes. To better understand your idea here, can you share what you would like to happen when you click on this link? E.g would you expect this to open the contact in the same page and shift away from the invoice?
An error occurred while saving the comment Freya Pieroz
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2 votesFreya Pieroz
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3 votes
Sorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.
Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.
Freya Pieroz
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4 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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16 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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4 votesFreya Pieroz
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4 votesFreya Pieroz
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18 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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20 votes
Appreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
An error occurred while saving the comment Freya Pieroz
commented
Especially since Xero now no longer allows invoices to go out under anything but the legal name, having a section for that as well as the trading name or business name would mean I no longer have contacts called "Xero Australia Pty Limited t/as Paycycle Australia WAS Xero Live Pty Ltd"
Freya Pieroz
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2 votesFreya Pieroz
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14 votesFreya Pieroz
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Open the link on the same page.
When I want to open a link on a new page, I can use the standard internet browser option of clicking my mouse's scroll wheel. Or right click and select open in new tab or new window. I expect the standard of left click = open in same tab to be consistent within Xero as it is within the rest of my computer use.