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4 results found

  1. New Invoicing - Reduce number of steps and clicks

    429 votes

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    165 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
    Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
    We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

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    Rajendra Singh commented  · 

    Old features did the work! Changes such as Xero apps ability to send receipts and quote reminders have been in discussion for long with no or little progress.

  2. Quote - Ability to have quote reminder

    432 votes

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    126 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

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    Rajendra Singh commented  · 

    In support, hope gets implemented soon.

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    Rajendra Singh commented  · 

    This should be looked at immediately. In support of this.

    Rajendra Singh supported this idea  · 

  3. Invoices: Include quote number on invoices

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    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.

  4. Xero Accounting app - Send customer receipt

    12 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    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  ·