Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Contacts - Form to request & capture details of a new customer or supplier

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jake Sutherland commented  · 

    I'm a small business and send up to 15 invoices per week. The time it takes to manually enter each customer's details adds up. It would be great if I can send a link and say, "fill this form out", and a customer contact is created.

    What we have been doing is send a PDF form for customer to fill in and return, then we manually enter the info.
    Cant believe this hasn't been implemented already. If it has, I can't find it.

    Jake Sutherland supported this idea  · 
    An error occurred while saving the comment
    Jake Sutherland commented  · 

    I agree! I'm a small business and send up to 15 invoices per week. The time it takes to manually enter each customer's details adds up. It would be great if I can send a link and say, "fill this form out", and a customer contact is created.
    Instead, we send a PDF form for them to fill in and return, then we manually enter the info. Surely its not that hard. Cant believe this hasn't been implemented already. If it has, I can't find it.