Settings and activity
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8 votes
Derek Middleton
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10 votesDerek Middleton
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65 votes
Hi everyone, sending invoices via SMS is now available to all Australian users that have connected Stripe. With great uptake we're now looking to extend this feature, and the next region SMS will be launched to is the US. I'll keep you updated on it's release here. We'll continue working toward making this feature available to more users so any news of other regions will also be shared through this idea.
Just to confirm for everyone here - It's not currently possible to set up send SMS for invoice reminders, to send an invoice via SMS you'll need to open each invoice and select this option from the 3 dot option menu in the top right of the invoice. Developing a more automated means may be something we look to do over time but isn't in the plans just yet.
Derek Middleton
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25 votes
Hi team, I'd like to confirm that the ability to send invoices via SMS is now released to all AU users that have connected Stripe.
We're beginning to look at expanding this feature to other regions, and next up with be the US.
Stay tuned for more updates on this here 😊
While sending via SMS is available within individual invoices atm, it is not possible to automate this with invoice reminders yet. If you're interested in this we have a slightly different idea you may like to join and follow across here.
Derek Middleton
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3 votesDerek Middleton
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4 votesDerek Middleton
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5 votesDerek Middleton
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6 votesDerek Middleton
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71 votesDerek Middleton
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50 votesDerek Middleton
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116 votes
An error occurred while saving the comment Derek Middleton
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7 votesDerek Middleton
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31 votesDerek Middleton
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18 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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32 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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22 votesDerek Middleton
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6 votesDerek Middleton
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36 votesDerek Middleton
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8 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.