Settings and activity
9 results found
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31 votes
Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file.
Laurel Kerr
supported this idea
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429 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Laurel Kerr
supported this idea
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2 votes
Thanks for highlighting this opportunity. We understand the request to have PDF attachments automatically follow an invoice when it's sent through the Xero Network. Having everything arrive together could make invoice processing simpler and reduce manual follow-up between businesses.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and let us know what you'd expect to be included with the invoice.
Laurel Kerr
supported this idea
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2 votes
Thanks for sharing this suggestion, Daniel. We understand the request for payment reminders to recognise when a payment is already on its way, such as an unreconciled bank statement line. This could help avoid sending reminders when customers have already made a payment, but not yet applied to invoices.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share your thoughts.
Laurel Kerr
supported this idea
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73 votes
Hi everyone, thank you for your feedback here. This has been shared back with our product team who are keeping a close eye on feedback surrounding this new experience.
While there was a lot of testing around the placement and font sizing of each element in the new experience we appreciate there are differences in how and what details businesses would like to show on their invoices.
We don't have immediate plans of change however I'll be sure to let you know here if there are any plans made.
Laurel Kerr
supported this idea
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3 votes
Appreciate your feedback, Chris. We're listening to feedback we're receiving about the new Invoice template editor and I wanted to highlight this other idea for having more control over the formatting of the amount due and due date fields you've noted.
I've added your vote for that too so you'll be kept updated.
For your idea here it'd be good to understand wider interest in a preset format to reduce the amount of ink used. Thanks
Laurel Kerr
supported this idea
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96 votes
Thank you everyone, for sharing your feedback on the new invoice template editor.
While we hear your concerns, we don’t accept ideas asking us to remove a new feature or restore an old experience. That said we want to hear your feedback on how we can improve the new experience.
In relation to feedback on the invoice title - We've recently released an update in the Advanced section of the editor where you have multiple options for the Invoice title, a couple of preselections or the ability to set your own custom title.
I've linked some ideas started around changes users would like to see below, and encourage you to add your vote where of interest to you. This'll be highly valuable to the team and we'll be able to keep you updated on related changes
Laurel Kerr
supported this idea
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42 votes
Hi team, we appreciate your feedback here and I wanted to provide an update to confirm how this option currently works.
If you do not have any payment services set up in your organisation the option to toggle off 'Text links' will be available.
As soon as a payment service has been partially set up in your organisation this removes this option, regardless of whether that payment service is applied to that particular branding.
We don't have any plans for changing the behaviour of this at present but will continue to gather and consider interest through this idea. Thanks
Laurel Kerr
supported this idea
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139 votesLaurel Kerr
supported this idea
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Allowing an override to change the charge out rate on a entry would resolve this !!
I agree with the thread on this it is a critical update needed to Xero Projects
If this was done Xero Projects would become a very valuable product and I would be happy referring clients to use Xero projects.
I have recently spent hours assessing other product's but none are a good fit. Xero Projects is if we can get around this issue.