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5 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Paul Taylor
shared this idea
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419 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…
Paul Taylor
supported this idea
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79 votes
Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.
Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.
For the time being, a couple of options that may be useful;
- Using only the description field of a line item to add additional details
- For more static messaging you could add the details to the payment advice of a standard template, or
- Add static text with an advanced template editing the template with DOCX
We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.
Paul Taylor
supported this idea
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239 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Paul Taylor
supported this idea
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22 votes
An error occurred while saving the comment An error occurred while saving the comment Paul Taylor
commented
What is the status of implementing CIS payments into templates?
An error occurred while saving the comment Paul Taylor
commented
What is the status of implementing CIS payments into templates?
An error occurred while saving the comment Paul Taylor
commented
Please guys keep voting for this feature.
An error occurred while saving the comment Paul Taylor
commented
I know the CIS deduction requests have been going for a while, I found an article from 2020, https://central.xero.com/s/question/0D51N000051t5kcSAA/what-is-the-field-code-name-for-the-less-cis-deduction, Is this being worked on yet? It's only been 5 years but I'm hoping you're close to a solution!!
Paul Taylor
supported this idea
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Maybe this item isn't get enough votes because poeple are leaving Xero and moving onto QuickBooks who already have this feature!!!!!
Common Xero! Start competing with the market and give your current customers what they need and request!! No more excuses!