Settings and activity
7 results found
-
304 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Jacqui Slater
supported this idea
·
-
409 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Jacqui Slater
supported this idea
·
-
28 votesJacqui Slater
supported this idea
·
-
38 votesJacqui Slater
supported this idea
·
-
278 votesJacqui Slater
supported this idea
·
-
1,272 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Jacqui Slater
supported this idea
·
-
76 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
Jacqui Slater
supported this idea
·
An error occurred while saving the comment An error occurred while saving the comment Jacqui Slater
commented
Having the functionality to format text at the before you send email and invoice to client is of extreme importance as this is where I am able to personalise the Invoice especially when sending reminders to late payers. It give me the control of what I need to send.
WHY did Xero take the ability to format text at this stage away?
WE ARE PAYING FOR A SERVICE - SO HERE IS A PRODUCT IDEA!!!!!!!
REINSTATE THE FUNCTIONALTY FORMATTING OPTIONS ON THE SALES/INVOICE EMAILS
Why was is taken away?
Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)