182 results found
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New invoicing | Billable Expense - Reorder Columns & Horizontal Scroll
In the new invoicing version, when selecting the billable expenses, I can't see the date and the supplier in one view. In order to see the date, I need to scroll to the bottom of the pop-up screen, then scroll across to the right, then try to scroll up to find the line item. I then can't see the supplier to know if that is the correct line to add. Sometimes there are 30+ billable expenses for the one client and I can't see the dates to know if I'm selecting the correct ones.
Have the date as the first…
17 votesThanks again for your feedback and sharing pain-points about adding billable expenses within an invoice. As you may have recently noticed we've released a few changes to this window to improve your experience.
We've re-ordered columns, added pagination and adjusted some of the column widths to make it much simpler to find, select and add billable expenses to an invoice.
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Pre-Defined NET Payment Terms for Invoice Due Date
Most businesses use certain payment terms, like NET 30, NET 45, NET 60, NET 90 days. When invoicing businesses with different payment terms, there should be a faster way to calculate the due date, rather than asking Google "45 days from today" or "60 days from today" and entering that as the due date.
It would be great to create pre-defined NET payment terms as part of the Due Date dropdown in Invoices. That way it would instantly adjust the due date based on the payment term selected for that invoice.
Yes, there is a way to set a default…
6 votesHi team, while the pre-defined list of dates aren't selectable options, you can use the date entry shortcuts to quickly calculate the due date based on the Invoice date. For example to select 30 days from the invoice date you'd simple enter +30 or +30d in the due date field.
We have all the shortcuts listed in this Xero Central article
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New invoicing - Ability to enter +0 for due date
New Invoicing - Due Date: entering +0 currently records the due date as 7 days from invoice date. This feature is useful when due date is same as invoice date. All other numbers work (eg +5, +6, +7 etc) but +0 does not. Please fix this.
23 votesHi everyone, we appreciate your patience while we worked on developing shortcuts into new invoicing.
We have now released an update and you'll find you can use the same shortcuts you used to in classic such as +0 or 't'. Thanks for all your feedback on this here.
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New Invoicing - Open attached files in the current window
open attached files (especially PDFs) in the current window (same as old invoicing), not in a new tab which is automatically happening with new invoicing.
is frustrating as you now need to go back and forth between tabs if you want to transpose info from the attachment into the invoice.
Much more user friendly the old way with a resize-able/move-able viewing window within the same tab78 votesHi team, thanks for staying tuned into the idea here for update of files preview. Our team have released a change, and you'll now find when you 'view' a file attached to an invoice this'll now show a side by side view so you can transcribe any detail as needed from the attachment to your invoice. ✨
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New invoicing - View full list of inventory items
It is most annoying and time consuming to only be able to access half of the inventory items when raising an invoice. Instead one has to look up every item in the second half of the inventory, line by line before you can add it to an invoice. This is a step into the dark ages.
23 votesHi everyone, I'm pleased to share that the new line item grid is now available to all orgs.
We know being able to see more of your inventory items is important and with the new grid we've expanded the number of items that you can see from 50 to 100.
For majority of orgs this means you'll now be able to view your full list of inventory. We understand there are some orgs that have many more items, but want to be honest that we don't intend to increase this amount further. Thank you for all contributions and support you've shared with us, here.
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New Invoicing - Quick find Address
Having "quick find" on the billing address when entering a new contact through an invoice.
50 votesHi community, we appreciate your ongoing engagement with us through the idea here. We've now released updates to the ‘Contact’ field within new invoicing - With the changes we’ve made, you can now look up and quickly find a contact delivery or billing address as you’ve been requesting. Other improvements we’ve made include; being able to enter more address lines, and an Attention to for each address on the fly.
Thank you for sharing with us through product ideas, here.
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New Invoicing - Limit Payment account selection
NEW INVOICING
Add default bank accounts for adding a payment. Old invoicing automatically brought up your bank accounts. New invoicing-you have to sort through or search your whole chart of accounts for the bank account/s.3 votesHi community, only accounts that have been enabled to receive payment in your Chart of Accounts will appear in the payment Account drop down menu. If you're finding accounts that don't have this enabled appearing in the selection please do raise a case with our specialists via Xero Central where our team will be able to investigate with you 1:1.
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New invoicing - Reduce size of text
URGENT!!!! The new invoicing is quiet frustrating. It doesn't remember past settings when emailing the invoices. So now I need to remember EVERYTIME I send an invoice to click 'send me a copy', which I know I'm going to forget especially if I'm in a rush.
ANNOYING!!!! There's an added step now to attach a pdf. I now need to click add files then drag the pdf, instead of simply dragging it and clicking to send with invoice or not.
It would be good if the Save & Close button had and 'Email for Approval'. I email invoices (unapproved). Once…
12 votesHi team, recently we have released a new line item grid in invoicing and you will find there are a few updates the team have made to improve visibility. We've optimised the padding, text size and columns width to make this more compact so you can see more detail without the need to scroll.
We value your contributions and thank you for sharing with us through this idea.
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New invoicing - "Add billable expenses" not available
Previously we were able to "Add billable expenses" to a "Copy to draft invoice". However, this feature is no longer available/showing up as an option when creating the draft invoice. Instead I have to save the invoice as a draft and re-open, then I'm able to add the billable expense.
6 votesHi team, thank you for your feedback and sharing about this with us here. I can confirm our team recently released a change to fix the issue some users were experiencing like you've described here where the Add billable expenses option was not appearing.
You should now see this appear when creating an invoice for a contact that a billable expense has been assigned to. If you do continue to experience any issues with this, please do raise a case with our Xero Support team who have tools to be able to investigate and escalate with our product team if needed. Thanks
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New Invoicing - 1-click option to delete lines
In Classic Invoicing there is an X to delete a line. In New Invoicing I have to click on the 3 dots then select Remove from the 2 options that are displayed (Save to inventory or Remove). Please can the function of a single click on the X be retained.
34 votesThanks for your feedback and tuning into the idea here, everyone. Our team have been doing a lot of work in this space to iterate on new invoicing and improve the experience for our customers.
With one of our most recent updates the team implemented a change to the way you delete lines of your invoice. You'll now see a small 'bin' icon at the end of each line enabling you to easily delete lines as needed, without any extra clicks. 🙂
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Contacts - Money in/out graph from the contact overview Why removed?
Why has this been removed? I genuinely can't understand any good reason for doing so from a Xero user perspective. Please reinstate as soon as possible! It is such a helpful, immediate visual tool to be able to qet a quick insight into a client, or suppliers, payment history and patterns of behaviour. It highlights immediately where there may be gaps and is something I (and others in our business) make use of on a daily basis. Additionally, as someone who benefits from visual learning, to completely take this option away is hugely disappointing. I'm now faced with a page…
95 votesHi all, if you hadn’t already spotted, the Money in/out graph is back 🎉
It shows the cash in and out over last 12 months, and you can still mouse over the graph to show the actual amounts. The bars now have a minimum size for visibility! In the old graph depending on the difference in cash amounts the smaller bar would sometimes not be visible.
With this updated version you can switch to a table view that was added for our accessibility users/ those who prefer seeing a table rather than a graph. You can also choose to show or hide the graph entirely, just use the overflow menu above - see screenshot for illustration.
Thanks again for all your feedback on this change, we’re glad to be able to bring back an improved version!
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New Invoicing - Show invoice number on tab
The new invoicing system no longer shows the invoice number on the tab. It's handy when going between programs to use the said invoice number
35 votesAppreciate you all staying tuned into the idea with us here, everyone. We've made a recent update where you can now see the invoice number in the browser tab when viewing an invoice with new invoicing.
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Invoicing - Receive Deposits on future sales before raising an Invoice
Record deposits on a quote or future invoice sale without raising the invoice value against a customer.
We manufacture a product and then install for a customer - with a deposit of either 50/50% or 30/30/30/10% at the point of approved sale. We are happy to create an invoice number but with a deposit on each sale this creates a "negative balance" and we do not want to create a sale until the final invoice has been agreed at installation. ie. a negative receivable.
2 votesHi David, depending on how you need the deposit amount shown on the customer statement you could record these amounts as either Overpayments or Prepayments that would be applied to the customers invoice once created at a later date.
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New invoicing | Allow pasting tracking categories
Sometimes I need to add the same tracking category to multiple lines of the invoice. CLASSIC invoice allowed me to simply paste the category in the box and that's it. NEW invoicing now requires me to CLICK after pasting which doubles the amount of time I'd need comparing to CLASSIC. Please bring that possibility back - OR, EVEN BETTER, maybe let us drag the options to apply them to cells below (like it's done in Excel).
2 votesHi everyone, we're delighted to announce that the new line item grid is now available to all users. This update incorporates several enhancements based on valuable customer feedback, and includes resolving your suggestion, here.
With the new grid, you can now easily copy & paste tracking information between cells, using 'Tab' to navigate to the next cell efficiently. While the drag-and-drop functionality isn't currently available, this has been raised as a related idea, which you're welcome to support. We'll provide updates on its progress if any arise.
Thank you for your continued input through product ideas – your feedback is invaluable in helping us improve Xero."
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Tracking - Ability to set default Tracking in invoice Branding Theme
It would be nice to be able to set a default tracking category for invoice branding themes. As it is now, we have to set the tracking category manually for each line item on an invoice. For longer invoices this becomes very tedious and error prone.
1 voteHi Dominic, as Tracking was originally designed as an internal mechanism for tracking and monitoring parts of your business, it's not possible to make this field visible to your customers (re the invoice branding theme) we have a slightly different request for this here that you're welcome to join if you'd like to see this.
However, if you'd like to set a default Tracking option to save yourself time when entering invoices you could set this on your Contact records. Within the Sales and Purchase sections you'll see an option to assign a Tracking option for each category you've set up.
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Invoice-
automatically create a credit note if a customer is paying on multiple invoices and will have an overpayment.
1 voteHi Jodie, while Xero won't automatically create the credit note for you. If you are reconciling a single payment to multiple invoices, you can use Find & Match choose all the invoices, and then in section 2. choose 'New transaction' receive payment. When the screen opens the transaction to enter detail use the drop down next to 'Received as' to select Overpayment.
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Invoices - Mark invoice as Sent after payment is recorded
One of our customers requires the PDF invoice with zero due AFTER the payment has been applied. If I forget to mark "Sent" before applying payment, Xero will not allow this box to be checked, and I have to remove all payments, mark sent, then enter payments and credit applications again. Since we use the "sent" feature to cross check that we have submitted invoices, this is important. There should be no reason this is not editable after payments; and there are additional features that can't be edited after payments as well, that used to be editable in the old…
2 votesHi Margie, appreciate you have a slightly different use for Mark as sent than it's designed for. While we don't have any plans for enabling this check box once payment is applied, you could Email the invoice(even to yourself) which will mark it as sent.
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List of customers and date entered on Xero
Would like an option to list customers and the date they were entered on Xero and time they've been a customer for.
4 votesSorry for not engaging this idea sooner, and thanks for your comment here, Freya!
As shown in the image - If you click on 'Name' to the left of your contacts list you'll see a drop down of options including the ability to select 'Date added' which will re-order your contacts based on the date they were added to your organisation in Xero.
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New invoicing - Send invoice via sms from laptop
I like to be able to send an invoice to both email and SMS at the same time from both laptop and phone
2 votesHi Chris, I see you're based in AU and we're pleased to share that we have now added the capability of being able to send via SMS along side email from your laptop in AU.
You can now select the three dots in the top right of an 'Awaiting Payment' invoice, then choose "Send SMS" from the menu.
While we will look to expand this to other regions in time, we don't have a set date for this yet. We'll be sure to come back here and share further updates when this happens. 😊
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New Repeating Invoice - Include option for "Fortnightly" Transactions
In the "New Repeating Invoice" section, Sub section "Repeat This Transaction Every" only has weekly or Monthly. A lot of employees get paid Fortnightly (Two weeks) and would be a great addition to add the "Fortnightly" option. Also adding the "Fortnightly" option in the Reference, Place Holder area. Please see the attached image as these area are highlighted.
5 votesHi team, this is already possible with the options in the repeat template. You'll want to enter the number '2' and select 'week(s)'. 🙂
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