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← Share and support customer ideas for Xero

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  1. Email templates - Increase limit

    7 votes

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    4 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Understand the restriction on the current limits and appreciate your detail in how this'd help you, Kira. Is there an ideal # that'd fit for your business? 

    This isn't something we have immediate plans for atm but good to know when sharing your feedback with product. 

    For the time being, you'll need to apply a base template and can adjust as needed when sending individual items from Xero. 

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    Ajay Sri commented  · 

    We also need this. The need for more templates is essential for businesses! Can this be actioned as a priority

  2. Quotes - Title and Summary to flow through to Sales Invoices

    220 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

    Ajay Sri supported this idea  ·