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  1. Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)

    99 votes

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    20 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all your feedback here and wanted to share an update as we have a new invoice editor that is being rolled out to all users (already available in NZ, AU, UK and US).

    This new editor provides more custom formatting options to help you create invoices that reflect your brand with a side preview so you can instantly see how changes will be shown.

    We appreciate that there are additional formatting options that you're asking for here and want to be open that we don't have any plans for providing the ability to edit text formatting in the new editor. We will continue to track votes through this idea and keep an eye on trends so if there are any changes in it's position in the future we can let you know here.

    Finance OfficerHCC supported this idea  · 

  2. Invoicing | Payments - Remember reference

    17 votes

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    3 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback on the recent update of the payment section on an invoice. I've made sure to share this back with our product team and we will keep you updated if there is any further updates planned around the reference behaviour you've described, here.

    Also appreciate that users that are making multiple payments would like to stay within the invoice and we have a separate idea for this here that we'll share any updates through.

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    Finance OfficerHCC commented  · 

    Agree that this is helpful. Actually, I would like the Reference field to be on the reconciling screen rather than having to waste time clicking into the 'add detail' screen. The Reference is very important for us and saves valuable time when searching through the reconciled transactions. If the Reference field was on the front (reconciling) screen to apply payments, receive or spend money etc, this would save a great deal of time. I add a reference for all transactions, so this is a big time waster for me!