Settings and activity
3 results found
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499 votes
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
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Rajendra Singh
commented
This should be looked at immediately. In support of this.
Rajendra Singh
supported this idea
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13 votes
An error occurred while saving the comment Rajendra Singh
commented
Doesn't the quote number get included under the reference? It would be beneficial to have a "Quote Reference" field when an invoice is generated via quote conversion.
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15 votes
An error occurred while saving the comment Rajendra Singh
commented
This is very important and would love to see this change soon.
We would like to request the addition of a feature in the Xero app that allows users to easily send receipts. We suggest placing this feature next to the invoice section or in another appropriate location for quick access.Rajendra Singh
supported this idea
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In support, hope gets implemented soon.