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  1. History & Notes - Xero Mail - Log of mail sent via Xero

    379 votes

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    submitted  ·  167 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Paul Basford commented  · 

    This is ridiculous, I cannot retrieve a comment made in the email body about a cost for something outside of the attached quote, now I have to ask my client what price I quoted after they have agreed the quote.

    Get this sorted, everybody needs to be able to have the ability to view a previously sent email if they need to.

    Fuming.

  2. Invoicing - Auto send receipt when payment applied to invoice

    89 votes

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

    Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach. 

    As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice. 

    At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future. 

    Paul Basford supported this idea  ·