Settings and activity
32 results found
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4 votes
Thanks for your idea, Katie. Appreciate how you've thought of multiple ways we could help in the process you're after here.
While we'll gain specific interest in being able to change a bill to a spend money from your idea here, I also wanted to highlight this one for being able to set up separate emails in a contact for different transaction types. I've made sure to add your vote to that too so if there are any updates to tackle this from that view you'll be notified, too.
Anthony MILLS
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10 votes
Thanks for the detail in your feedback here, Paul.
The second point around being able to link email templates to branding theme is something that's been raised in another idea and would be good to track separately so I've updated the title of your idea here, and encourage you to add your vote and join the other for updates, too!
Anthony MILLS
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11 votesAnthony MILLS
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14 votesAnthony MILLS
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7 votesAnthony MILLS
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11 votesAnthony MILLS
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7 votes
Hi team, returning to the idea here I wanted to check if this is still an issue? With the Payable Invoice Details report you'll find you can 'Group by' Contact and there are options to include Balance, Gross Tax and Net columns within the report so you can get a full break down and totals for each.
Anthony MILLS
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15 votesAnthony MILLS
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53 votes
Hi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
Anthony MILLS
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3 votesAnthony MILLS
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628 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Anthony MILLS
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217 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
Anthony MILLS
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19 votesAnthony MILLS
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5 votesAnthony MILLS
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12 votesAnthony MILLS
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12 votesAnthony MILLS
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17 votesAnthony MILLS
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80 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
Anthony MILLS
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83 votesAnthony MILLS
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4 votesAnthony MILLS
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