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1. New invoicing | Send - Rich text editor format

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

   Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.

   That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.

   • Bold = <b> and </b>
   • Italics = <i> and </i>
   • Underline = <u> and </u>

   We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.

   If we make any further plans around adding a tool bar back into the email window we will be sure to keep you updated of this here.

   Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.

   That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.

   • Bold = <b> and </b>
   • Italics = <i> and </i>
   • Underline = <u> and </u>

   We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.

   If… more

   An error occurred while saving the comment
   Fiona Cobb commented  ·  13 June, 2024  ·  Edit…  ·  delete…

   When I first signed up to Xero about 5 years ago I had to do a lot of work with templates to get the invoices to look aesthetically pleasing. It wasn't possible to adjust the covering email layout but it was OK. At some point, you have changed the covering emails so that the amount due is in large bold font at the top of the email which is not really appropriate for my business (professional services consultancy) and impacts on my relationship with customers. Can this be returned to the old format? Or made editable? Or give us the choice of which format to use? In combination with the new invoicing changes I'm now looking for another online accounting provider as Xero's service is getting worse rather than better....

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