Settings and activity

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1. Invoice - Show and calculate margins on sales quotes and invoices

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   submitted  ·  24 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Darren Williams supported this idea  ·  29 August, 2025

2. To be able to send out service and inspection reminders by date

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   6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Aaah gotcha, thanks for the confirmation and additional feedback on the idea here. A bit of an extension from our existing functionality for Contacts and there may be some CRM solutions that you could explore in the Xero app store atm.

   For now we'll track the interest in this from community here.

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   Darren Williams commented  ·  26 August, 2025  ·  Edit…  ·  delete…

   Totally agree would be awesome to have a calendar reminder for our clients as we service their small engines annually and an add on for sms or email reminder that could be reported / reviewed and run to send would be excellent... a very manual process outside of xero at present.

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   Darren Williams supported this idea  ·  26 August, 2025