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  1. Subscriptions/ Memberships/ Portal

    1 vote

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

    Hi Emma Rose, coming across your idea, would you be able to share a bit more detail to make sure I share this back with our team correctly? When you say you'd want a dedicated team to draw up legal documentation - would this be to manage Partner subscriptions that your clients purchase from you as the advisor?

    Emma Rose Kiely shared this idea  · 

  2. Invoicing | Contact Group - Add attachments when sending invoices

    7 votes

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

    Appreciate your feedback here, everyone. While we've recently released contact group invoicing with new invoicing, the ability to attach and send an attachment has not changed for the time being.

    Contact Group invoicing will only create draft invoices for the contacts within that group, so you'll need to attach any documents to the individual invoices that are created and select to include these with the invoice when sending.

    We'll continue to review this idea as a future enhancement, and I'll let you know if there are any changes planned, here.

    Emma Rose Kiely supported this idea  ·