Settings and activity
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17 votesJenny Metcalfe supported this idea ·
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5 votes
An error occurred while saving the comment Jenny Metcalfe commentedI am trying to send an annual receipt/statement of all donations that have been received from each donor. Its really difficult to do this in Xero.
Jenny Metcalfe supported this idea · -
104 votesJenny Metcalfe supported this idea ·
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345 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Jenny Metcalfe supported this idea ·
This is not just an NZ issue - we need it for Australia too. I need to send an annual receipt/statement of all donations that have been received from each donor. Its really difficult to do this in Xero. To be able to run an annual statement for each customer with all the payments that they've made and just to be able to choose the GL accounts that I want - that would be amazing!