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  1. History & Notes - Xero Mail - Log of mail sent via Xero

    419 votes

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    174 comments  ·  Reports & tax » History & notes  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

    As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

    Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

    Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…

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    Jodee Carter commented  · 

    Pull your socks up Xero, this request is nearly 2 years old & it still hasn't been implemented. We are accountants that use the Xero Ecosystem so it's not like you aren't making enough money off people as we also steer our client to Xero but this is a HUGE gap in your offering.

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    Jodee Carter commented  · 

    This needs to be addressed with a matter of urgency. Stop playing around with invoicing when it works & work on the items requested that don't have anything in place.

    Jodee Carter supported this idea  · 

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

    85 votes

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    19 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all your feedback here and wanted to share an update as we have a new invoice editor that is being rolled out to all users (already available in NZ, AU, UK and US).

    This new editor provides more custom formatting options to help you create invoices that reflect your brand with a side preview so you can instantly see how changes will be shown.

    We appreciate that there are additional formatting options that you're asking for here and want to be open that we don't have any plans for providing the ability to edit text formatting in the new editor. We will continue to track votes through this idea and keep an eye on trends so if there are any changes in it's position in the future we can let you know here.

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    Jodee Carter commented  · 

    Need the option to Bold, Italic, Underscore words in any field in an invoice/quote & also in emails on a per email basis. eg using a template but being able to edit the formatting in the body once selected.