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  1. Customer Statement - Send an overdue invoice statement

    313 votes

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    We’ll send you updates on this idea

    submitted  ·  48 comments  ·  For small businesses » Business features  ·  Admin →
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    Melinda Coetzee supported this idea  · 

  2. Sales Invoices - Ability to collect an electronic signature

    60 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Melinda Coetzee supported this idea  · 

  3. Quote - Ability to have quote reminder

    490 votes

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

    Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.

    I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.

    When the teams resources open up and we can consider new development in Quotes like being…

    Melinda Coetzee supported this idea  · 

  4. Repeating Invoice - bulk update of amounts

    242 votes

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

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Melinda Coetzee supported this idea  · 

  5. Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)

    80 votes

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

    Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.

    More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.

    Melinda Coetzee supported this idea  · 
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    Melinda Coetzee commented  · 

    Can we please have the option to make the Logo size small/medium/large - the small Logo looks like it was a "spare thought"

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