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April 5, 2021
Bill Kimball

how to change greeting on xero invoice

Perhaps allow the ability to relay email via our own email servers. It is a privacy breach to have to send as a particular person. Why don’t you look into a cloud based mail service like Sendgrid? After all, I am sure you don’t really want to be worrying about email servers. I am sure you could work something out with a provider like this to make email easy for your clients without becoming an email service. Under the “Advanced Email” option, maybe have the option of , then have a option to add your own eMail servers and/or addresses as mentioned.

how to change greeting on xero invoice

Check and make any changes to the payment terms that apply to this customer or this job. Fill out the customer name, address, reference and/or order number. Always provide a description of the goods or services supplied so the customer knows what they’re paying for.

Xero Business Community

Let’s walk through the process of making an invoice. Make a list of custom templates you want to create, and make notes about the changes you need to make to each custom template.

Just let us authorise our own domain email address to use as the from address, but also pre-authorise the Xero address for each account. The original request did mention sending addresses more than once.

Yes PLEASE, being able to change the font is such a simple yet important feature we need. Being able to have unity across all email communication being sent out from our company is paramount and at the moment the Xero email are not in line with our company branding. It’s easy to customise your invoices in Xero – simply upload your business logo and applying a few touches so it’s branded to your business. Now that you’re set up, every single invoice that you send (from mobile & web) will automatically copy into your Xero account. The taxes you use in Invoice2go should match the taxes you use in Xero.

  • While they are at it they should sack Andrew Tokeley he is struggling to get anything done in a timely manner and his lack of basic knowledge around how emails work is obvious.
  • Xero also connects to a range of business apps, including Invoice2go, to make running your small business easier.
  • The NDR issue is a side effect of a badly designed system, I’m disappointed both that you refuse to publicise the issue and that you claim it is a bug when it’s not.
  • Good luck though, he commented that he thought I might end up “throwing my keyboard at a wall” on reading his last email.

However, in email settings, if you select a specific email address (e.g. ) then all emails, for both repeating and standard invoices, will be sent using this email address. A good looking emailed invoice also has an impact on how our customers perceive our business too.

They make Xero look like a very amature and backwards looking service in this field. 4000 requests pretty much tells you what you need to do doesn’t it??

Main Steps To Follow When Preparing An Invoice

We need function to make own footer for the email templates – just like in gmail for example. Hmm, just spent some considerable time creating my first quote with a very long message to my clients in the message box. Clicked ‘send’ and the email received seems to be showing as “Helvetica” font which is almost illegible. No way to turn off the PDF attachment of the quote either? I don’t want clients to view the attachment, just click on the web quote and either accept/decline ideally.

how to change greeting on xero invoice

Sloppy looking emailed invoices will portray sloppy work that was received and I don’t like giving that impression I’m afraid -so this needs to change. For many businesses, following up invoices can be soul-crushing work. You can remove yourself from the equation by using an online invoicing system. The software keeps a list of all your invoices and watches your bank deposits for matching payments. When an invoice is still unpaid on its due date, the software will automatically send a pre-written email reminding the customer they owe you. You’ll only need to get involved with cases where reminders have been ignored. I am not a current Xero customer but I came here to understand why emails from multiple customers are coming from the same email address.

They replied with “I didn’t get your invoice”. Then they replied “oh wait, is it from Xero? All invoices from Xero end up in my spam folder”.

Small Business

In this tutorial, learn how to change the email address you use to log in to Xero accounting software at any time. Set up templates for invoices you send often, or create a new invoice by replicating an existing one. You can copy the last invoice you sent a customer and just update the parts that need changing. Let customers pay you straight away from online invoices using third-party payment services. We still do other business with the General Contractor and have outstanding invoices with them, so changing the customer name wouldn’t be an option. You need to have a unique invoice number on every bill you send.

how to change greeting on xero invoice

Xero also connects to a range of business apps, including Invoice2go, to make running your small business easier. Xero is a cloud-based accounting software for small businesses. It includes a range of tools that make managing your books effortless, from inventory to payroll, finances to reporting. This video tutorial shows you how to create a foreign currency invoice, apply a payment in the currency of the invoice and a payment in the organisation’s base currency. “Xero” and “Beautiful business” are trademarks of Xero Limited. You’ll receive an email shortly with the ebook link.

There have been a large number of suggestions regarding email templates and default signatures, but I have not noticed any regarding the requirement for common shared email addresses between users. Just to add my comments to this very long and lengthy thread. It is such a disappointment that even the most basic of changes cannot be made. Coming from Zoho Invoice this is a massive disappointment.

This was also true for other email clients we tested. And when I reply, it’s your email I would see.

I do love the system and think its really good and always recommend and speak highly about it but this issue has somewhat changed my opinion indeed. Whilst i’m happy to promote Xero and by all means i tell most of my customers about how great and easy to use it is, i’m not liking the direction Xero appears to be heading in with this enforced branding. Please raise the priority of this rather than arguing against what customers are saying they need . I had meant to reply to this thread – +1 for Andy’s comment.

The NDR issue is a side effect of a badly designed system, I’m disappointed both that you refuse to publicise the issue and that you claim it is a bug when it’s not. All Xero need to do to resolve this is to set the Mail From address to be the same as the Reply-To address we specify and everything will work nicely again. Despite what Andrew says you can prove that it is directly related to the change to using message- by Xero’s own ‘Invite a user’ process. @Tania, Andrew has known about this since June and Xero refuse to inform users. It’s not really a bug – it’s just email working as designed, the problem is with Andrew’s understanding of email systems.

I have changed the contact card to reflect updated billing name, however am not able to change the invoice to reflect the new billing name. Would love to be able to rectify this quickly for my client. Hi, yes I was aware of the fact that I can change the contact file but the issue is the contact details on the invoice won’t change to the new details.

The Last Word On How To Send An Invoice

Have to agree here with Michael, it’s a common issue. Not even sure why they have the forum, it only tends to spark more frustration in the lack of action. I think they have one part time programmer and 100 sales, PR and marketing people. Just how long is this going to take to put it right? So far, we have seen 0.1% action from Catherine in March, a community manager, but nothing more than that. Qdos to her for her response, but shame on Xero for doing nothing about it while still taking our money!.