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  1. Customer Statement - Send an overdue invoice statement

    309 votes

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    submitted  ·  44 comments  ·  For small businesses » Business features  ·  Admin →
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    Will Pember supported this idea  · 

  2. Invoice Reminders - Auto email Statements to customers

    618 votes

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

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    Will Pember supported this idea  · 

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

    217 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.

    Will Pember supported this idea  · 
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    Will Pember commented  · 

    This is a critical piece of information that is missing
    As I work for a few Occupational Therapy who have clients at multiple address, This is ideal to fill out as a quote but you only have the ''Ref Box" on the invoice for the Clients name & number
    I would look so much more professional, having a Billy Address & Job Address on my invoice