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  1. Invoice - Ability to create Sales Orders

    58 votes

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    submitted  ·  33 comments  ·  For small businesses » Business features  ·  Admin →
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    Angela Bigwood commented  · 

    This would be so helpful for large jobs that are progressed and invoiced monthly, where the purchase order we receive can span up to 12 months. We have no way within Xero of recording this as an incoming sales order. Currently keeping track via spreadsheets!

    Angela Bigwood supported this idea  · 

  2. Customer Statement - Automated statements for contacts

    546 votes

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    141 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

    Very early in the teams discovery at this point, but we'll share further updates with you here.

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    Angela Bigwood commented  · 

    This is a task that we have to do every month for every customer. Automating this would save so much time.

    Angela Bigwood supported this idea  ·