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11 results found

  1. Repeating Invoices - Assign Invoices to Specific Client Contacts

    1 vote

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Chaffey shared this idea  · 

  2. Repeating Invoice - Automatic Application of Credits

    42 votes

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    submitted  ·  21 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Chaffey supported this idea  · 

  3. Contact - View Repeating Invoice details on Contact record

    19 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Alison Chaffey supported this idea  · 

  4. Repeating Invoices - Ability to bulk update repeating invoices

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Chaffey supported this idea  · 

  5. Repeating Invoices: Pause and resume repeating invoices

    40 votes

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    submitted  ·  14 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Chaffey supported this idea  · 

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

    379 votes

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    submitted  ·  167 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Alison Chaffey commented  · 

    Please add in a filter or a new section to the 'History and notes' showing the emails sent from the system. Sometimes we customise the email content when chasing payments and I want better visibility of what's been said to customers. This would also highlight the amount of activity and time spent on accounts receivable.

    I want to be able to see:

    Contact
    Recipient Email Address
    Sender
    Email Subject
    Email Body
    Sent Date & Time

    Alison Chaffey supported this idea  · 

  7. Email Settings - Custom sending domain security SPF;Dkim;Dmarc

    56 votes

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    submitted  ·  18 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Alison Chaffey supported this idea  · 

  8. New Invoicing - Add Expected Invoice Payment Date within Invoice

    34 votes

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    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Chaffey supported this idea  · 

  9. New Invoicing - Remember default settings

    374 votes

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

    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

    Alison Chaffey supported this idea  · 

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

    673 votes

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    141 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  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. 

    Alison Chaffey supported this idea  · 

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

    225 votes

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    44 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    Alison Chaffey supported this idea  ·