Settings and activity
4 results found
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2 votes
Hi Lucy, thanks for sharing in the product ideas forum here. It'd be great to get more understanding of the needs for recording a bill as proforma in Xero.
Is there anyway entering the information as a Draft bill or even a purchase order could accommodate your needs here?
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Nicholas Rose
supported this idea
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379 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
Nicholas Rose
supported this idea
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An error occurred while saving the comment Nicholas Rose
commented
If you have two or more companies (organisations) in a multi-organisation package, the e.g. invoice emails sent to customers go from the login-email.
This is unprofessional, as if the login email address to XERO is for Company 1, when Company 2 sends out an invoice by email, it goes from Company 1's email address.
This is such an obvious fault, I do not understand why XERO has not addressed this.
XERO has told me that to resolve this, I should have two complete separate accounts, and lose my 5% discount. However, this is not acceptable, as I would have to logout then login every time I want to change accounts
There must be tens of thousands of users who use multi-organisational XERO, so I urge all of you to VOTE on this idea.
Thank you.
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22 votes
Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.
For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.
Nicholas Rose
supported this idea
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100 votes
An error occurred while saving the comment Nicholas Rose
commented
Include the XERO monthly subscription invoice as a PDF attachment in the email I get. Simple.
We absolutely need a PROFORMA option just like you have a QUOTE
The quote is useless as a PROFORMA as a proforma has to have everything on it just like it was an invoice, but without being an invoice.
I have a half dozen odd invoices that have never been proceeded with by the customer so now they all have to be deleted and leaves gaps in invoice numbers.
This is so fundamental to running a business.
Once someone has paid it you press a link to turn it into an invoice - because that was a proforma is - it ensures you get the money first before you raise an invoice and send them the goods or services along with the invoice.