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← Share and support customer ideas for Xero

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  1. Customer Statement - Send an overdue invoice statement

    317 votes

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    submitted  ·  48 comments  ·  For small businesses » Business features  ·  Admin →
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    Will Pember supported this idea  · 

  2. Invoice Reminders - Auto email Statements to customers

    639 votes

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    141 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

    Will Pember supported this idea  · 

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

    224 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  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