Settings and activity
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61 votes
An error occurred while saving the comment Anura Ranasinghe supported this idea · -
63 votesAnura Ranasinghe supported this idea ·
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80 votes
Hi everyone, we've begun rolling out improvements to the way you manage your online payment methods in Xero. It's going to be a slow release so our team can closely monitor usage and ensure it's working well with our customers - we'll keep you updated on when it's available to 100% of users.
To give you a taster of what's coming, we've designed a new flow that allows you to easily set up and access differing payment methods to your customers when sending invoices.
You'll have more control by being able to offer multiple payments services and customise the payment types you offer customers.Anura Ranasinghe supported this idea · -
101 votesAnura Ranasinghe supported this idea ·
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40 votesAnura Ranasinghe supported this idea ·
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71 votes
Moving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊
We're not too far off with this work and I'll continue to keep you updated on news for this, here!
Anura Ranasinghe supported this idea · -
14 votesAnura Ranasinghe supported this idea ·
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58 votesAnura Ranasinghe supported this idea ·
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52 votesAnura Ranasinghe supported this idea ·
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196 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Anura Ranasinghe supported this idea ·
This is very important when you prepare budget on Excell and upload please