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  1. allow credit notes to be marked as sent after being allocated to an invoice

    2 votes

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Paul Dyball supported this idea  · 
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    Paul Dyball commented  · 

    This is really frustrating, and I think this is an issue for every user - but not everyone has the time to report it.

  2. Quote - Ability to have quote reminder

    516 votes

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    150 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.

    For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.

    This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks

    Paul Dyball supported this idea  ·