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5 results found

  1. Repeating Invoices - Widen the display Column

    22 votes

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    submitted  ·  19 comments  ·  For small businesses » Business features  ·  Admin →
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    Sally Webster commented  · 

    This BUG is really BUGging us - please hurry up and rectify it!

    Sally Webster supported this idea  · 

  2. Invoice - Make invoice templates location available within the sales overview page

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Sally Webster supported this idea  · 

  3. Repeating Invoice: Sales Overview - add a Last Updated Date to the Overview Screen

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Sally Webster supported this idea  · 

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

    405 votes

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    174 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

    As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

    Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

    Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…

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    Sally Webster commented  · 

    How is this functionality still not available? Ludicrous.

    Sally Webster supported this idea  · 

  5. Repeating Invoice - bulk update of amounts

    235 votes

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

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

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    Sally Webster commented  · 

    Another vote - another comment on how unbelievable it is that this isn't a standard feature. It is a critical feature and one that should be made abundantly clear on "products and services" that updating them will do NOTHING for existing invoices. Infuriating. If you need me I'll just be manually updating 100's of lines one by one...

    Sally Webster supported this idea  ·