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  1. Email Templates - Add image and hyperlinks

    93 votes

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    submitted  ·  33 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Daniel Tucker commented  · 

    For the love of god, please allow simple things like BOLD text in the 'Edit Quote Template' area.

    Daniel Tucker supported this idea  · 

  2. Invoicing - Auto send receipt when payment applied to invoice

    109 votes

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

    Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach. 

    As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice. 

    At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future. 

    Daniel Tucker supported this idea  · 

  3. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    360 votes

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    123 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

    Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

    Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

    As we embark work on the Account Transactions tab we'll be able to revisit…

    Daniel Tucker supported this idea  · 

  4. Customer Statements - Add a Pay Now link

    414 votes

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    139 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊

    We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.

    Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.

    I'll keep you looped in on further updates here.

    Daniel Tucker supported this idea  ·