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

    50 votes

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    21 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

    187 votes

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    submitted  ·  105 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'

    1,076 votes

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

    We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

    I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…

    Nadea Nell supported this idea  ·