Settings and activity
55 results found
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20 votes
Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
An error occurred while saving the comment -
76 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
An error occurred while saving the comment 
Tara Broderick
commented
Historically, Xero's email body editor for invoices (and other communications) has been very basic, often plain text. While they've made some improvements, full HTML email templating for the body of the email is still a highly requested feature but not fully implemented for all areas.
However, for the email message you send with invoices from the "new invoicing" experience in Xero, you can use a limited set of basic HTML tags for formatting:
<b> and </b> for bold text.
<i> and </i> for italic text.
<u> and </u> for <u>underlined</u> text.How to "preview" these in Xero when sending an invoice:
When you're sending an invoice in Xero (using the newer invoicing experience), you'll typically have a send modal (pop-up window). In the message body field, if you type these HTML tags, Xero should render them in the preview pane as you type.
For example, if you type:
Hi [ContactName],
Your invoice for [InvoiceAmountDue] is <b>now due</b>.
Please pay by <i>[DueDate]</i>.
Regards,
Your CompanyYou should see "now due" in bold and "[DueDate]" in italics in the preview pane within Xero before you send the email.
Limitations and What Xero Users Wish For:
No full HTML templating for email body: Many users wish they could design beautiful, fully branded HTML emails that go out with their invoices, similar to marketing emails. Xero doesn't currently offer this. The email body is mostly plain text with very limited HTML.
No direct styling with style attributes: You can't usually use <span style="color:red;"> or other CSS directly in the email body for complex styling. It's limited to the basic tags mentioned above.
No custom fields in email body: While you can use placeholders like [ContactName] and [InvoiceAmountDue], you can't insert custom fields you might have created in Xero into the email body.
The attached PDF is the primary customisation: The main way to brand and customize your Xero invoices is through the DOCX template that becomes the PDF attachment. -
7 votes
An error occurred while saving the comment Tara Broderick
commented
This would be disastrous. Please do NOT do this - it's already ruined the invoices. NO,I do NOT want this feature.
It is not an upgrade, no.
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66 votes
An error occurred while saving the comment Tara Broderick
commented
Payroll needs a legal name, people need a preferred name.
It's not that hard, but Xero Dev Management is not that smart (apparently). Maybe they should outsource so they get better outcomes.Tara Broderick
supported this idea
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442 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.
Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.
An error occurred while saving the comment Tara Broderick
commented
I've taken to adding a note to every single invoice I send - It's a note saying what date, what time and to whom I sent the invoice. There's no other way to legally show that I have already sent an invoice to a client - on more than one occasion mostly.
On top of that, I save the emails for invoices in a folder - if I need to resend an invoice to a client, I resend the email sent to me in the first instance. These workarounds seem to be the only way to keep the records straight.Tara Broderick
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222 votes
An error occurred while saving the comment Tara Broderick
commented
@ Michelle Hill - I use an external platform for our timesheets. The Xero timesheets are terrible.
Tara Broderick
supported this idea
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26 votes
Hi everyone, thank you to everyone that participated in our teams survey from my last update. We appreciate your insights and these continue to help inform our teams of where they can best focus their efforts, as they continue to develop invoicing.
We don't have any plans at this stage to increase the Description field character limit from 4,000, however we're interested to continue tracking the interest in community and understand what the optimal amount of characters would be for our customers.
If there are any changes we will share an update with you all, here.
Tara Broderick
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86 votesTara Broderick
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32 votes
Thanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
Tara Broderick
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19 votesTara Broderick
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33 votesTara Broderick
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21 votes
Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard.
We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central.
While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).
Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.
I…
Tara Broderick
supported this idea
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34 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Tara Broderick
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76 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Tara Broderick
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37 votesTara Broderick
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109 votesTara Broderick
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59 votesTara Broderick
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49 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
Tara Broderick
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62 votesTara Broderick
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102 votes
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
Tara Broderick
supported this idea
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Historically, Xero's email body editor for invoices (and other communications) has been very basic, often plain text. While they've made some improvements, full HTML email templating for the body of the email is still a highly requested feature but not fully implemented for all areas.
However, for the email message you send with invoices from the "new invoicing" experience in Xero, you can use a limited set of basic HTML tags for formatting:
<b> and </b> for bold text.
<i> and </i> for italic text.
<u> and </u> for <u>underlined</u> text.
How to "preview" these in Xero when sending an invoice:
When you're sending an invoice in Xero (using the newer invoicing experience), you'll typically have a send modal (pop-up window). In the message body field, if you type these HTML tags, Xero should render them in the preview pane as you type.
For example, if you type:
Hi [ContactName],
Your invoice for [InvoiceAmountDue] is <b>now due</b>.
Please pay by <i>[DueDate]</i>.
Regards,
Your Company
You should see "now due" in bold and "[DueDate]" in italics in the preview pane within Xero before you send the email.
Limitations and What Xero Users Wish For:
No full HTML templating for email body: Many users wish they could design beautiful, fully branded HTML emails that go out with their invoices, similar to marketing emails. Xero doesn't currently offer this. The email body is mostly plain text with very limited HTML.
No direct styling with style attributes: You can't usually use <span style="color:red;"> or other CSS directly in the email body for complex styling. It's limited to the basic tags mentioned above.
No custom fields in email body: While you can use placeholders like [ContactName] and [InvoiceAmountDue], you can't insert custom fields you might have created in Xero into the email body.
The attached PDF is the primary customisation: The main way to brand and customize your Xero invoices is through the DOCX template that becomes the PDF attachment.