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3 results found

  1. New Invoicing - Reduce number of steps and clicks

    853 votes
    358 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    An error occurred while saving the comment
    Lucilia Powell commented  · 

    I'm sorry but this is another vote for the classic invoicing.

    So far only the auto save is an improvement from the previous system.

    The inability to properly change the email template to remove "due date" is a disaster. I have different due dates for my ivoices, some of them are payable in advance, so I don't need the system saying the due date, the invoice template shows that. It may be useful for some people, but I need to have the choice to remove this.

    Secondly, and VERY important: It does not tell you how many of the tracked stock items are in stock, whereas the old one did. When I'm invoicing something, I need to know how many of those items are left, why would you remove this very useful feature?

    Overall, it is a very poor design and a real downgrade from the previous system. Why would you change something that worked very well before?

  2. Email template | Sales invoice - Ability to remove due date

    5 votes
    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Lucilia Powell commented  · 

    I have been saying this for a long time. The other issue we have is when the customer already paid (say by card) and the invoice is only for their records on their VAT return. Why does it need to show due date? I've sent many tickets to Xero about this. I successfully managed to remove it on the classic invoicing email template, but now have the same problem with the new invoicing. Xero never listens!!

  3. Email Settings - Specify date/time to send transactions

    539 votes
    214 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    under review  ·  AdminHannah G (Admin, Xero) responded

    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

    An error occurred while saving the comment
    Lucilia Powell commented  · 

    Yes, seriously thinking of moving to Quickbooks as well.
    The aged statements is another very useful feature that to have I have to use a paid app. It's a disgrace.

    Lucilia Powell supported this idea  ·