Settings and activity
17 results found
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26 votes
Craig Brawley
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2 votesCraig Brawley
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66 votesCraig Brawley
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7 votes
An error occurred while saving the comment Craig Brawley
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Absolutely! I'm currently sacrificing the Account Number field to put EORI numbers in, as that's the only way I can get them to appear on invoices.
Craig Brawley
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21 votes
Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
Craig Brawley
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3 votesCraig Brawley
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22 votesCraig Brawley
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332 votesCraig Brawley
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102 votesCraig Brawley
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38 votes
An error occurred while saving the comment Craig Brawley
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We have many length-oriented inventory items that are otherwise identical.
It would be so handy to be able to duplicate an inventory item, so as to be able to assign a new part number and a minor change to the description and price.
e.g. - A existing 200mm widget with all its prefilled descriptions for sale and purchase is much easier to edit to make a 300mm widget than starting from scratch each time, and trying to ensure that the similar parts match exactly so they look neat on a PO or invoice.
Craig Brawley
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70 votes
An error occurred while saving the comment Craig Brawley
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Yes, please add this. It's so frustrating not being able to invoice for something before the stock is physically here and has been billed.
Small businesses rely on cashflow, and this doesn't help at all.
Craig Brawley
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34 votesCraig Brawley
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85 votesCraig Brawley
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74 votesCraig Brawley
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141 votesCraig Brawley
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226 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Craig Brawley
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255 votesCraig Brawley
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Yes - also important for overseas customers where "Hi Dave" isn't an appropriate way to begin a business email, such as the cover note that goes with an invoice.