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  1. Quote - Get a link that can be shared externally

    87 votes

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    72 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we totally get the expectation here for quotes to have an online invoice view considering this is available for Invoices.

    We appreciate the desire for more consistency across the Sales experience from end-to-end.

    With this in mind, we’d like to share that our Product team has picked up this idea as part of work they're exploring right now. I’ll keep you in the know as it moves along! 😊

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    Timmy O'Mahony commented  · 

    Xero has an AI-powered CoPilot assistant ... but I still can't copy a link to a quote.

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    Timmy O'Mahony commented  · 

    I'm also constantly affected by the lack of this very simple feature and am going to continue to request it through this thread.

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    Timmy O'Mahony commented  · 

    @Nick Unwin I use Harvest for quoting and invoicing (and timekeeping). I believe it can integrate with Xero but given how poor Xero is in general I'm not holding my breath.

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    Timmy O'Mahony commented  · 

    Just FYI, this missing feature alone has made me stop using quoting and invoicing altogether and I’m now looking at alternative accounting apps in general as the lack of consistency between invoicing and quoting is astounding. Missing such a basic feature such as copying a link is unforgivable. It’s been nearly ten years since this was suggested 😂

    Timmy O'Mahony supported this idea  · 

  2. Invoice Reminders - Auto email Statements to customers

    638 votes

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    141 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

    Timmy O'Mahony supported this idea  ·