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  1. Invoicing - Show Delivery Address on invoices by default

    42 votes

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    8 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all the context you’ve shared on how this impacts your workflows. We understand how a simple in-product setting for showing delivery address on an invoice would improve efficiencies for you all here.

    Currently, the best option remains to insert the ContactPhysicalAddress merge field/s with the use of an advanced invoice template.

    However as part of a larger piece of work we’re doing to develop multiple addresses per contact within invoices, this is an idea we’ll be solving for.

    We can’t provide definite timeframes but will shift to In development and share further news as it progresses with you all here!

    Lee-Ann Gordon supported this idea  · 
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    Lee-Ann Gordon commented  · 

    The contact details that show when invoicing are the mailing address, currently we do not have a packing slip option and this makes if difficult to process for sending - can it be an option to select which address you choose or each contact or have the shipping details showing on the invoice template to allow for shipment processing.

  2. Customer statements - Ability to auto email Statements to customers

    1,163 votes

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    338 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    We want to keep you updated as work progresses on this, and I'll be back to share…

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    Lee-Ann Gordon commented  · 

    This would be a great feature especially during close down periods over holiday breaks.

    Lee-Ann Gordon supported this idea  ·