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  1. Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)

    66 votes

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

    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.

    Tracey G supported this idea  · 
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    Tracey G commented  · 

    Invoices - Edit font, bold or underline, with a pop out feature

    Be nice to be able to do light text edit in the invoices sent to customers as entering the invoice.

    Eg. I invoice multiple facets of a job and underlining or bold each section 'heading' would be useful.

    A pop out similar to how it is now handled with online emails with a pop out would be very helpful.

    I understand that you can use seperate lines but nothing that stands out to the eye when you are skimming a multipage document.

    thank you.

  2. Sales Invoices - Ability to print invoices in Xero in one click

    88 votes

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    submitted  ·  21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tracey G commented  · 

    I agree - it would be awesome to Print pdf and choose a 'printer' or 'save as PDF'.
    We still print multiple of each invoice depending on the job taking place due to various stakeholders needing to be aware of what is happening - manually.
    To Print a pdf:
    Click Print PDF
    Click 'leave as is'
    Open pdf from bottom of web page
    Click print
    Choose Printer.

    Would be nice to skip some of these (time wasting to this workplace) steps.
    thank you

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