Settings and activity
2 results found
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404 votes
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
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
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76 votes
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.
An error occurred while saving the comment 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.
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.