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  1. Invoicing: Set invoice reminders by invoice branding template

    23 votes

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

    Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.

    We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.

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    Sarah Singleton commented  · 

    Invoice reminders sent dependent on brand of invoice would benefit our company - a certain client type are slow payers and have a small window to pay us - we would like them to receive an invoice reminder daily. But would not do this to our other customers who are good payers and receive different services.

  2. Contacts - Add customer's invoice payments to Contacts

    44 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Singleton supported this idea  · 

  3. Contacts - View all transactions history & notes from contact record

    33 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Sarah Singleton commented  · 

    HISTORY & NOTES in Contacts for invoices/credit and general comments on the account

    I and my colleague want to place a suggestion regarding the way notes are displayed on the newly formatted Contact's page (as of 10 August 2023) .

    Previously they were in chronological order amongst the transactions and it was easy to see what invoice or credit each note related to - we liked this! We could communicate any action we taken on various documents for each other to see.

    Now they are not in amongst the transactions and do not even have a corresponding invoice/credit number next to each note - how are we to know when we look at the list of notes, which invoice/credit it relates to?

    Can we have a filter so we can include notes with the transactions and add the corresponding invoice number the note relates to?

    Or at least in the newly positioned list of notes - include the invoice/credit number it relates to please.

    Than you in advance

    Sarah Singleton supported this idea  ·