Settings and activity
7 results found
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219 votes
Jacqui Slater
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349 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Jacqui Slater
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23 votesJacqui Slater
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37 votesJacqui Slater
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244 votesJacqui Slater
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1,109 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Jacqui Slater
supported this idea
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66 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
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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)