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9 results found

  1. Invoicing - Show the credit note numbers that are applied on invoice PDF

    50 votes

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    5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.

    We've reviewed this idea, and now it's up to the community to get behind and support it.

    You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!

    Cameron Daubern supported this idea  · 

  2. Invoicing - New invoicing layout is due for an update

    2 votes

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Cameron, thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share it with your peers so they can also add their valuable feedback.

    Cameron Daubern shared this idea  · 

  3. Quotes - Access to contacts and adding details

    55 votes

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    24 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Cameron Daubern supported this idea  · 

  4. Quote - Ability to view previous iterations of a quote

    22 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Cameron Daubern supported this idea  · 

  5. API - Add quote sending

    17 votes

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    4 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Cameron Daubern supported this idea  · 

  6. Invoices: Receive a notification when customer has viewed invoice or quote

    44 votes

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    submitted  ·  21 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cameron Daubern supported this idea  · 

  7. Quotes - Auto update quote number when revised

    10 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Cameron Daubern supported this idea  · 

  8. Quotes - Add payment link

    40 votes

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    submitted  ·  15 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Cameron Daubern supported this idea  · 

  9. Quote - Ability to have quote reminder

    512 votes

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    149 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Cameron Daubern supported this idea  ·