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  1. Invoicing - Show Delivery Address on invoices by default

    19 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    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 Statement - Automated statements for contacts

    465 votes

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    114 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

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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  ·