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1. Customer Statement - Send an overdue invoice statement

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   53 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.

   We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.

   We'll be sure to share further updates on this with you all, here.

   Will Pember supported this idea  ·  15 November, 2023

2. Customer statements - Ability to auto email Statements to customers

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   325 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

   We'd like to invite you into this process to provide further input to our product teams discovery.

   If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

   I'll be back to share more again as this progresses.

   Will Pember supported this idea  ·  15 November, 2023

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

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   247 votes

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   119 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   While Quotes and Invoices have historically evolved separately, we’re taking a more holistic view of how these connected steps work together and where we can improve the experience. Our goal is to make it easier for customers to move from quote to invoice with less friction over time.

   We will keep you informed of any progress around this that can help solve the needs shared in this idea. Thanks

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   … more

   Will Pember supported this idea  ·  15 November, 2023
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   Will Pember commented  ·  15 November, 2023  ·  Edit…  ·  delete…

   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

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