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  1. Organisation settings: Email Templates - HTML template to send with invoices

    58 votes

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    24 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.


    Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.

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    Nadea Nell commented  · 

    Any feedback on this - it is crucial for us to be able to have rich text when we email Quotes.

    Also, we fail to understand why, when we email invoices rich text is possible, but not when emailing quotes. This leads us to believe that a solution should be an easy "fix".

    Your response will be highly appreciated.

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    Nadea Nell commented  · 

    This is critical if XERO wants to stay in the game!

    Nadea Nell supported this idea  · 

  2. Contacts: Statements - Allow to be sent to Contact Groups

    220 votes

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    submitted  ·  127 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Nadea Nell commented  · 

    Come on Xero - get with the program. This is a critical function to grow any business (including Xero)!

    Nadea Nell supported this idea  · 

  3. Bills - Flag a Bill as 'in dispute / query'

    1,168 votes

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    280 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
    Nadea Nell supported this idea  ·