Settings and activity
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497 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
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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516 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