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4 results found

  1. Invoice reminder - Auto include PDF of invoice

    86 votes

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    submitted  ·  26 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    J Phuah supported this idea  · 

  2. Invoicing - Show credit limit on invoice and statement email templates

    13 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    J Phuah supported this idea  · 

  3. Accounting APP - Copy from invoice to quote on android

    1 vote

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi J Phuah — thanks for sharing this idea with us! We’ve captured your suggestion and moved this to Gaining Support and it’s now open for community support so others can vote and add context. 👍 Your input helps our teams understand how this could improve everyday workflows. Thanks again for taking the time to let us know what would help. 💙


    J Phuah shared this idea  · 

  4. Customer Statement - CC/BCC on Outgoing Mails

    7 votes

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    We understand how valuable it'd be to have the option to CC or BCC internal staff and key stakeholders when emailing Statements of Account. You’ve highlighted how this feature would streamline internal communication, support better record-keeping, and make it easier to respond to client queries.

    At the moment, while CC/BCC is available when sending individual invoices, this functionality isn’t yet available for Statements of Account, which means relying on manual workarounds.

    This idea is now in the Gaining Support stage. If this feature would help you, please vote and share your thoughts to help us prioritise it. The more support it gets, the faster we can work on making it happen!

    J Phuah supported this idea  ·