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  1. Email Templates - Account Number Placeholder

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

    Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used. 

    For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development. 

    Brian O'Flaherty supported this idea  · 
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    Brian O'Flaherty commented  · 

    Yes, I agree. This is a very necessary item, especially when welcoming new customers. In our instance, we also use the Account Number as the person's Membership Number, so it is very important to us,