Settings and activity
5 results found
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477 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment 
John Fitzgerald
supported this idea
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32 votes
Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
John Fitzgerald
supported this idea
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An error occurred while saving the comment John Fitzgerald
commented
I get prepayments from clients and can’t currently send them a proper receipt for them in Xero. Badly needed functionality!
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354 votes
An error occurred while saving the comment John Fitzgerald
commented
send email to support@support.xero.com on this as I'm not sure they really review these threads at all and i have emailed them numerous times on this suggestion.
John Fitzgerald
supported this idea
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An error occurred while saving the comment John Fitzgerald
commented
Another feature it needs is rather than having to type in the amount for each invoice there should be a small click box next to each one to credit all of that invoice.. having to manually type in the amounts for 100's of invoices is awful manual, unproductive work !
An error occurred while saving the comment John Fitzgerald
commented
i have a large prepayment already on account from a client. He has a very large set of invoices now and he has paid the remainder of the amount owed. However, i cant reconcile the payment as the credit note isnt taken into account. To allocate the credit i would have to enter each of the small amounts into the multitude of invoices individually and manually ! Surely there is a better way to do this.. it could take me hours!
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30 votesJohn Fitzgerald
supported this idea
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An error occurred while saving the comment John Fitzgerald
commented
this is a basic need of an accounting system to be able to show our customers their balances reduced or in credit to the value of prepayments they have made to us on statements produced by Xero.. otherwise its all offline manual work
An error occurred while saving the comment John Fitzgerald
commented
Totally agree! I also raised this as it’s pretty stupid not being able to show a customer’s payments against total and show credits.
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39 votes
An error occurred while saving the comment John Fitzgerald
commented
yes i agree with Emer as well the facility to also use this for reminders to clients with multiple invoices would be a great facility. The combination of both functions as described would be a major time saver as curently have to do all sorts of manual work arounds to handle this (or 'bombard' the customer with multiple indivdual emails which is pretty un-professional (for us and xero !)
An error occurred while saving the comment John Fitzgerald
commented
any news on this feature... ie. combine multiple invoices with one Stripe "Pay Now" button ???? really badly needed.. makes using Xero look amateurish to clients they think it's spam the multiple emails with "pay now' buttons.
An error occurred while saving the comment John Fitzgerald
commented
i cant use the email invoice feature because of this limitiation... 'spamming' clients with multiple emails .. i end up doing it all manually and creating unique Stripe payment links.. all very labor intensive .. which software should prevent !
John Fitzgerald
shared this idea
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Need the ability to schedule emails (similar to how some email clients, like Apple mail, can do it). While I might reconcile customer payments or produce invoices outside normal business hours I want to be able to schedule my send of emails to the clients (e.g. invoices, receipts, statements etc) so I can have it send 8.00am the next morning or 8.00 next monday etc..etc.