Settings and activity
124 results found
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70 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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57 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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4 votesDerek Middleton
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5 votesDerek Middleton
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6 votesDerek Middleton
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13 votesDerek Middleton
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407 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
An error occurred while saving the comment Derek Middleton
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57 votesDerek Middleton
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168 votes
An error occurred while saving the comment Derek Middleton
commented
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.
Derek Middleton
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9 votesDerek Middleton
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28 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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52 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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26 votesDerek Middleton
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18 votesDerek Middleton
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44 votesDerek Middleton
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14 votesDerek Middleton
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34 votesDerek Middleton
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16 votesDerek Middleton
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An error occurred while saving the comment Derek Middleton
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Yes, this would be great value for my clients to see all services available and they can choose which services they would like to take at that moment. The items that have chosen should calculate to the final quote value. Those that are deselected should be great out.
This will allow the clients to see what services are available and to create their own custom package.
Thanks
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512 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Derek Middleton
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With the implementation of Google and Yahoo email security please enable the ability to send out invoice, quotes and statements using our own domain.
We are seeing more emails that are sent from within Xero being flagged as Spam or put in Quarantine, especially if the recipient is using Outlook 365.
Xero needs to implement the ability to send from Xero from our own domain.
Please furnish us with SPF sending ip/include host name and DKIM certificate. This will reduce the number of email blocked/junkmail, and increase the security of mail sending.