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  1. Customer Statements - Use Contact default to apply template

    37 votes

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    13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for continuing to engage and share interest for this idea. We appreciate how setting defaults can improve the efficiency of your processes.

    Being open this isn't something we have direct plans of implementing in the near term but have a close eye on the idea and will share if there is any news.

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    Sachiko Ikushima commented  · 

    Currently, when we send a statement and reminder to our customers, we need to select the default branding theme each time.

    Although there is a function that we can set up a default template and branding theme to each customer when making invoice, quote, credit note, and purchase order.

    It is very efficient that we can also set up a default template and branding theme to each customer when sending a statement and reminder as well as sending invoice, quote, credit note, and purchase order .

    Sachiko Ikushima supported this idea  ·