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1. Invoicing - Email receipt from within Invoice

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   1 comment  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, returning to the idea here there have been a few changes since this was raised that may solve your needs.

   Our new Invoice template editor has been rolled out to all regions which also allows you to customise the invoice title. Meaning you could have a theme that was completely dedicated to 'Receipts'.

   When you want to send a receipt to your customer you would need to adjust the branding on the invoice to then send with this template.

   Right now, although the online invoice would show as Tax Invoice, if you include a PDF this would show with your customised Invoice title.

   Also the email template has been updated for Paid invoices so this will now just show 'View Invoice' when it has no balance to pay.

   We appreciate this is not the complete solve that has been asked here but hope these changes may help with needs here. We're keen for your feedback.

   Hi everyone, returning to the idea here there have been a few changes since this was raised that may solve your needs.

   Our new Invoice template editor has been rolled out to all regions which also allows you to customise the invoice title. Meaning you could have a theme that was completely dedicated to 'Receipts'.

   When you want to send a receipt to your customer you would need to adjust the branding on the invoice to then send with this template.

   Right now, although the online invoice would show as Tax Invoice, if you include a PDF this would show with your customised Invoice title.

   Also the email template has been updated for Paid invoices so this will now just show 'View Invoice' when it has no balance to pay.

   We appreciate this is not the complete solve that has been asked here but hope these changes may help with… more

   Chonnie Tiria shared this idea  ·  06 August, 2024