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4 results found

  1. Invoice reminder - Auto include PDF of invoice

    86 votes

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    submitted  ·  26 comments  ·  For small businesses » Business features  ·  Admin →
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    J Phuah supported this idea  · 

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

    11 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    J Phuah supported this idea  · 

  3. copy to drafted quote on android

    1 vote

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    0 comments  ·  For small businesses  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    J Phuah shared this idea  · 

  4. Customer Statement - CC/BCC on Outgoing Mails

    6 votes

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    1 comment  ·  For small businesses » Business features  ·  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  ·