We have exactly this issue with our JoyLevel subscription invoicing.
Our subscription platform automatically generates invoices in Xero through the API, correctly assigning different branding themes depending on whether the customer pays by direct debit or EFT.
However, Xero cannot automatically associate the appropriate email template with the branding theme.
This creates a significant limitation for automated invoicing. Direct debit customers need an email explaining that their payment will be collected automatically, whereas EFT customers need instructions to make payment.
Despite having all the information correctly configured, we still have to manually select the email template and send each invoice.
We would like Xero to automatically select the email template associated with the invoice's branding theme, including when invoices are generated through the API.
Ideally, Xero would also support automatically approving and emailing these invoices using the appropriate template, eliminating the need for manual intervention.
This would be a valuable improvement for businesses using Xero for subscription billing and other automated invoicing processes.
Andrew Joyce
supported this idea
·
We have exactly this issue with our JoyLevel subscription invoicing.
Our subscription platform automatically generates invoices in Xero through the API, correctly assigning different branding themes depending on whether the customer pays by direct debit or EFT.
However, Xero cannot automatically associate the appropriate email template with the branding theme.
This creates a significant limitation for automated invoicing. Direct debit customers need an email explaining that their payment will be collected automatically, whereas EFT customers need instructions to make payment.
Despite having all the information correctly configured, we still have to manually select the email template and send each invoice.
We would like Xero to automatically select the email template associated with the invoice's branding theme, including when invoices are generated through the API.
Ideally, Xero would also support automatically approving and emailing these invoices using the appropriate template, eliminating the need for manual intervention.
This would be a valuable improvement for businesses using Xero for subscription billing and other automated invoicing processes.