Settings and activity
3 results found
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23 votes
Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.
For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.
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Andy Wright
supported this idea
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78 votes
Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
An error occurred while saving the comment Andy Wright
commented
This feature would make life so much simpler. I'm constantly adding a cc to one of my client's invoices!
AndyAndy Wright
supported this idea
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40 votes
If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
An error occurred while saving the comment Andy Wright
commented
Hey Xero,
Adding the ability to send remittance advice on "Spend Money" payments is really important to us small businesses. Having to create a bill and reconcile transactions to bills seems like too many steps to me! I want Xero to save me time on admin activities rather than making me use up valuable time on unneccessary admin!
Could we have a comment on this? WIll you implement this?
Thanks,
AndyAndy Wright
supported this idea
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I would really like to see a placeholder in the invoice email template that allows me to show the description of the first item of the invoice in the email itself. To make it simpler for one of my clients, I use the first line of the invoice itself to refer to their job number and description, and I would like to be able to include this automatically in every invoice that I send to them. I can't use the reference field as that is already used for their order number.