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5 results found

  1. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    309 votes

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    27 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

    For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

    In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

    You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

    Charlene Cartes supported this idea  · 

  2. Invoicing - Make the History & Notes the same as in Classic Invoicing

    765 votes

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    167 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Charlene Cartes supported this idea  · 

  3. New Invoicing - History to include if invoice is resent

    360 votes

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    90 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.

    Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.

    We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.

    We'd like to confirm how this works;

    • This record is only applicable from here on in, there are no updates to any historical entries for sending.
    • History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.

    We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…

    Charlene Cartes supported this idea  · 

  4. Invoice - Ability to have recall/undo sent invoices

    62 votes

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    submitted  ·  21 comments  ·  For small businesses » Business features  ·  Admin →
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    Charlene Cartes commented  · 

    Need this for sure.

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    Charlene Cartes commented  · 

    I think this would be hugely helpful.

    Charlene Cartes supported this idea  · 

  5. Invoices: Include quote number on invoices

    9 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Charlene Cartes commented  · 

    It doesn't get picked up in the reference box, unless you type it in there.

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    Charlene Cartes commented  · 

    I would love that, I'm sick of going back to check the quote no.

    Charlene Cartes supported this idea  ·