Settings and activity
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16 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Freya Pieroz
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4 votesFreya Pieroz
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6 votesFreya Pieroz
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2 votesFreya Pieroz
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9 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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9 votesFreya Pieroz
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6 votesFreya Pieroz
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15 votesFreya Pieroz
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19 votesFreya Pieroz
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4 votesFreya Pieroz
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3 votesFreya Pieroz
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2 votesFreya Pieroz
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147 votes
Thanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
Freya Pieroz
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4 votesFreya Pieroz
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5 votesFreya Pieroz
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3 votesFreya Pieroz
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4 votes
Thanks for the suggestion! I've made sure to pass your feedback on to the the team, we don't have any immediate plans for this but will be good to build the interest of this here and I can keep you updated if any plans are made.
Freya Pieroz
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305 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
Freya Pieroz
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An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
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I keep dragging and dropping the file onto the invoice, and then having to close the tab that opens to view the file. I would like new invoicing to allow drag and drop onto the body of the invoice, just like you can do for bills.
It takes 16 tabs to get from adding the recipient (so you can add files) to being able to open the dropdown to let you attach the files. Another one to open the dialog box to attach the files. Another nine to get to the list of files, to highlight and press enter to attach (_this_ step is fine, that's Windows standard, and a minimum of input needed to get the results wanted). Then another four to get to click the tickybox to include with online Invoice (capitalisation as per pop-up). Then _28_ tabs to get to Approve & Send.