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Messaging added to online invoices

13 comments

Published in Business on 24 October 2012 by

While the team are hard at work finishing off our next major release (which is shaping up nicely), today we’ve added a couple of updates to online invoicing.

Your customers are able to send you a message directly from any online invoice – you’ll receive an email containing the message but, more importantly, the message will also be recorded in the History & Notes section of the invoice (and contact) in Xero. Now the record of your conversation with customers can be kept alongside the document it relates to – making it easy to recall in the future if you ever need to.

Send online invoice message

This is a another step towards realizing the power of online invoices where the invoice is more than a static document. It’s an opportunity to communicate with your customers in ways that weren’t possible before – over the next few releases we’ll be adding more functionality like this. Stay tuned.

The other update is for people viewing an online invoice from their smartphone. Now it will display in a more mobile friendly way – simple, not too cluttered and giving your customers quick access to key information.

Mobile view of online invoice

If you accept payments by Paypal, your customers will see the ‘Pay Now’ option, otherwise they’ll simply see the amount owing, due date and a link to view the full invoice.

And finally, last week you might have read about our new Community voting feature, so don’t forget to have your say in shaping Xero.

 

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13 comments

Gayle Buchanan
24 October 2012 #

Super awesome – another way to keep in touch with our awesome customers – thank you!

Daniel Harris
24 October 2012 #

NOOOOO … please stop – please pay attention to the detail rather than flooding us with new features that don’t refine.

La Tisha Richards
24 October 2012 #

This is great – Cheers

Laxmikanth S
24 October 2012 #

Great work. Thank you so much!

Nigel
24 October 2012 #

Hi Andrew, Is this optional? Which email address does it choose to send the customers comments to? Is there a settings page?

Help managing communication channels with customers may be good – but adding new ones feels really random. (Especially after the comments a few weeks ago!)

It would be better to be able to properly manage the main one we have from Xero now. Will the ‘from’ email address for invoices be editable in the forthcoming ‘template’ update?

Troy
24 October 2012 #

Along the lines of recording info in the history of the invoice. Why doesn’t Xero record each time the invoice is sent. IE if i send the invoice 3-4 times it should record each time is was sent. That way i can go back to the customer and say look i’ve sent it too you 4 times already – hurry up and pay the dam thing :)

md
24 October 2012 #

The most unbelievable thing is Xero themselves do not use online invoices, yet promote them to as a feature!!!! So, I must import it manually.

Does Xero not have confidence in their own features, that they don’t use them?

Maybe they’re too busy implementing useless features like this, rather than implementing the good features properly….

Andrew Tokeley
25 October 2012 #

@Gary – we currently use the email address of the user that created the invoice but will be giving you more control over this in a future release as part of allowing you to manage the “From” address of the emails you send out.

While this is related to the email template work it won’t be included in the first release which is coming soon (in test now).

HeatherSmithAU
25 October 2012 #

Andrew I would like to see the invoice messages integrated with WiseStamp ? and possibly retain a standard message. However this is an interesting feature thanks.

btw md other accounting solutions do not use there own products to invoice consultants.

Tina Kaye
25 October 2012 #

I really like the online invoicing and I’m looking forward to more development of this feature. As we use WFM for invoicing and quoting I would so love to see more of these features built in to WFM! If my clients could open a quote, select the options they would like to choose and then ‘accept’ my quote dynamically this would kick the process off so much more quickly.

Eva
25 October 2012 #

Very handy! Smart addition and nicely done :)

Claire Broadley
4 November 2012 #

Is there any chance you will address some of the basic improvements we’ve asked for, such as email templates?

Andrew Tokeley
4 November 2012 #

@Claire – yes ;-)

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