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← Share and support customer ideas for Xero

Settings and activity

22 results found

  1. Customer Statements - Use Contact default to apply template

    37 votes

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    13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for continuing to engage and share interest for this idea. We appreciate how setting defaults can improve the efficiency of your processes.

    Being open this isn't something we have direct plans of implementing in the near term but have a close eye on the idea and will share if there is any news.

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    Karen Hughes commented  · 

    Why does the Statement Branding not use the customer default branding theme? It makes no sense for the invoice to default to the correct theme (eg for a specific currency) and then you have to choose the theme every time you send a statement.

    Karen Hughes supported this idea  · 

  2. Quotes - Ability to set default for Discount by % or amount

    33 votes

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    12 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Karen Hughes commented  · 

    This is costing us money!!!!! If you forget to add the % , the price is wrong. We look stupid when the client raises the issue (unless they are unfortunate enough to be using Xero, in which case they totally understand); We lose money when the rate is wrong.

    SORT IT OUT PLEASE - THIS NEW INVOICING IS SOOOOO FULL OF BUGS.

    Karen Hughes supported this idea  · 
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