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4 results found

  1. New Invoicing - Separate Email button, instead of a 2-click selection

    89 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Vanessa Gillard supported this idea  · 

  2. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    343 votes

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

    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

    Vanessa Gillard supported this idea  · 

  3. New invoicing - Add lines button

    418 votes

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    45 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

    Vanessa Gillard supported this idea  · 

  4. Contacts - Allocate a contact as a supplier, customer, or both

    32 votes

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    15 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Vanessa Gillard supported this idea  ·