Settings and activity
2 results found
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
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Anthony Nixon
supported this idea
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146 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment Anthony Nixon
commented
More than a little frustrating, I was trying to do a test quote on our own data and it committed to draft and now I can't delete it. Not only that I thought oh well I will try and recover it but no you can't do that either. I smite the Xero for you have failed before I even begin using the software.
Anthony Nixon
supported this idea
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I would love to see this happen. Specifically with the amounts/overdue by days in red as you see when viewing via the Dashboard as opposed to running a statement report. See the example to make more sense.