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494 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Art on Glass - Sarah Rodney
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4 votesArt on Glass - Sarah Rodney
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8 votesArt on Glass - Sarah Rodney
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513 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Art on Glass - Sarah Rodney
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An error occurred while saving the comment Art on Glass - Sarah Rodney
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This would be fantastic for Quotes, we would like to attach our T&C's as a document which automatically goes out with this document...without the need to attach to each Quote every time we email a Quote to a customer
Hi,
It would be ideal to be able to search for or to have a list of all supplier / billing credit notes without needing any details at all.
The field 'CR' is allocated by Xero for each supplier/billing credit note.
At the very least it would be good to be able to use this field to sort the list of billing documents by 'CR'. Then they would be at the top of the search facility on the billing docs page.
It would make life so much easier.
Thanks