Settings and activity

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

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   301 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.

   Jacqueline Botha supported this idea  ·  14 January, 2025

2. History & Notes - Xero Mail - Log of mail sent via Xero

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   174 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

   An error occurred while saving the comment
   Jacqueline Botha commented  ·  23 June, 2023  ·  Edit…  ·  delete…

   This is a critical issue for us as we add additional information to the basic message/email sent with a invoice or quote.
   Clients want proof the email was sent with the additional information and at the moment we can show it was sent but can't prove the additional information was on that email.

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   Jacqueline Botha supported this idea  ·  23 June, 2023