Settings and activity
30 results found
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7 votes
Derek Middleton
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14 votesDerek Middleton
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8 votesDerek Middleton
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13 votesDerek Middleton
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66 votes
Hi team, we've now extended sending invoices via SMS to customers in the US. This is a free feature for all paid plans in AU and US, and can be used in addition to, or as an alternative to sending an invoice via email.
See detail on how sending invoices via SMS works on Xero Central.
Again, at this time there is no way to automate SMS messaging via Invoice reminders. We'll update you if there is any word of this here.
Derek Middleton
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27 votes
Hi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
Derek Middleton
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3 votesDerek Middleton
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4 votesDerek Middleton
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6 votesDerek Middleton
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8 votesDerek Middleton
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102 votesDerek Middleton
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53 votesDerek Middleton
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135 votes
An error occurred while saving the comment Derek Middleton
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8 votesDerek Middleton
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39 votesDerek Middleton
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22 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
Derek Middleton
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38 votes
Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
Derek Middleton
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5 votesDerek Middleton
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23 votesDerek Middleton
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9 votesDerek Middleton
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This suggestion have been helpful, but I beleive Xero should handle the Month & Year combination. Lets say I invoice on 20th December 2024, and the Reference in my Invoice needs to say "Software Subscriptions for January 2025".
I can't really use "Software Subscriptions for [Month+1] [Year]"
as 20/12/2024 would be "Software Subscriptions for January 2024"
It is important that I have the correct month and year in my Reference and in the Email cover letter.