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  1. Invoice reminder - Auto include PDF of invoice

    78 votes

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    submitted  ·  20 comments  ·  For small businesses » Business features  ·  Admin →
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    Charmaine Doven commented  · 

    Need to have the invoice PDF included as an attachment, not just a link. Several of our customers use accounting systems that will not read an online link which makes the automated reminder useless.

    Charmaine Doven supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    216 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

    Charmaine Doven supported this idea  · 

  3. Quote - Add a tick box when converting from quote to invoice to keep quote date

    14 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Charmaine Doven supported this idea  ·