Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Contacts - Send invoices and statements through WhatsApp

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Contacts & files » Contact  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your interest in being able to send invoices via WhatsApp from Xero.

    While this isn't a direct feature available in Xero right now, an option right now for invoices is to use the Xero Accounting app where you can retrieve the link for the invoice to share this via another app on your device, like WhatsApp - we have help on this for iOS and Android in Xero Central.

    We're continuing to get a sense of the support for this feature through this idea but want to be open this isn't something we have plans for at this time.

    An error occurred while saving the comment
    Karen Wallis commented  · 

    Email is now so over used, that generating sales invoices and sending via email is so ineffective. Can we have a way to send them at point of creation via whatsapp. I am having to follow up our invoices by whatsapp, as so few are actually seen by clients amongst the ton of junk email everyone now gets. It is so labour intensive. (Generating SMS would be useful too)
    THIS IS ULTRA URGENT

    Karen Wallis supported this idea  · 

  2. Invoices - Customisable SMS templates

    51 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing this idea, and letting us know the changes that matter most for you.

    Now, it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve the sending of invoices etc from Xero.

    Karen Wallis supported this idea  · 
    An error occurred while saving the comment
    Karen Wallis commented  · 

    New SMS Invoice to customer feature. This is brilliant, but it needs the ability to amend the text by us the users. Current text message is too abrupt to use in our business.

  3. Invoice Reminder - Templates to apply to specific customers

    31 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Karen Wallis supported this idea  · 

  4. Invoices: Repeating Invoices - Bulk Import/Export

    288 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  113 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Karen Wallis commented  · 

    Even the ability to produce a report off these would be helpful in the interim. I have around 1,400 of these, so it is important, and doing screen shots is just no good.

    Karen Wallis supported this idea  ·