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5 results found

  1. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    344 votes

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

    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

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    Cheryl King commented  · 

    Our invoices are emailed out together. They get approved at a different time to being sent. Please have the two buttons.

    Cheryl King supported this idea  · 
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    Cheryl King commented  · 

    I agree with all the others on here. Please let the company choose - approve or approve and email, we don't want the approve and email to be the only option.

  2. Bills - Resize the PDF doc preview

    21 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Cheryl King supported this idea  · 

  3. Bills - Highlight bills due to be paid by Direct Debit

    37 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Cheryl King supported this idea  · 

  4. New Invoicing - Separate Email button, instead of a 2-click selection

    89 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Cheryl King commented  · 

    We really need the option of both Email and Print buttons.

    Cheryl King supported this idea  · 

  5. New Invoicing - Alert if the contact has available credit

    101 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Cheryl King supported this idea  ·