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  1. Bills - Drag and drop Files from email into Xero

    30 votes

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    submitted  ·  8 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Georgia Johnston commented  · 

    Surely there's been some resolution for this? I feel the level of efficiency in managing bills/invoices/reconciliations has gone out the window without this function...

  2. Invoicing - Follow up email after payment

    2 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Georgia Johnston commented  · 

    In the contact details area, when creating a new invoice, would it be possible to create a checkbox that can be ticked to send automated reminders to a customers email/phone number, reminding them to book in for their 12 month service. In this instance, pest control services.

    The screenshot of the invoice below, is a task of a job that's completed annually.

    Georgia Johnston supported this idea  ·