Settings and activity
29 results found
-
103 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
Melinda Coetzee
supported this idea
·
-
27 votesMelinda Coetzee
supported this idea
·
-
57 votesMelinda Coetzee
supported this idea
·
-
37 votesMelinda Coetzee
supported this idea
·
-
48 votesMelinda Coetzee
supported this idea
·
-
29 votesMelinda Coetzee
supported this idea
·
-
32 votesMelinda Coetzee
supported this idea
·
-
45 votesMelinda Coetzee
supported this idea
·
-
40 votesMelinda Coetzee
supported this idea
·
-
45 votesMelinda Coetzee
supported this idea
·
-
65 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
Melinda Coetzee
supported this idea
·
-
54 votesMelinda Coetzee
supported this idea
·
-
59 votesMelinda Coetzee
supported this idea
·
-
50 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
Melinda Coetzee
supported this idea
·
-
74 votesMelinda Coetzee
supported this idea
·
-
74 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
Melinda Coetzee
supported this idea
·
-
100 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Melinda Coetzee
supported this idea
·
-
259 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
Melinda Coetzee
supported this idea
·
-
126 votesMelinda Coetzee
supported this idea
·
-
142 votesMelinda Coetzee
supported this idea
·
