Settings and activity
2 results found
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49 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Lucy Cole
supported this idea
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7 votes
Thanks for sharing your thoughts and feedback on how you'd like to see new invoicing developed. All your feedback here is being shared with the team as they continue to iterate and develop this new experience.
That said, in order for us to get a better understanding of interest for the different points raised here it's best for us to track and update any progress on these each separately. We appear to have ideas for each of the points mentioned in the thread here and I've linked these below so you can join and follow any updates for each.
Lucy Cole
shared this idea
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I would also like the default to include the invoice / documents attached to the email (or remember previous selections).
This was a feature that was delivered in 2022 https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961652-sales-invoices-set-defaults-for-attach-pdf-and-s
This has since been removed / regressed.
This now adds more time on to my day, having to select this box for every invoice I send out.