Xero subscription invoice to be added automatically to xero for reconciliation
This should be automatically added to your account, rather than having to save to Xero manually each month
Hi team, as noted (thanks Geoff) we're leveraging Xero's existing eInvoicing capabilities for this work which is the reason it'll only be an option within the regions that have the Peppol network available.
As this is adopted by more bodies across the world, in turn the availability of this feature would naturally broaden, too - Read more through our Blog
As of today, AU and NZ Xero accounts registered to receive eInvoices can join the Beta to have their subscription invoices sent via eInvoicing - check out this Xero Central article to find out how to opt in.
Michael Welbourne commented
To add Xero's own invoice into Draft invoices is such a faff. The MAIN SUBSCIBER has to:
Choose Subscription and Billing
Click on Manage Subscription (not very intuitive when looking for an invoice)
Once in My Xero you click on Billing Accounts
You then have to click on the three tiny dots on the right
Choose View Invoices
Click on the invoice (you are now in tab number 4)
Go to Log in to save invoice as a bill - Log in???!?!?! It's an off-putting choice seeing as you are already logged in.
Can't it just go straight in as a Draft Invoices, and on the fairly rare occasion it's not going to be processed by the company that the subscription is for then the draft invoice could be deleted?
Anand Balsekar commented
Each month you email me to let me know my Xero invoice is ready. I then have to click the link, download the invoice in pdf, then email it to the Xero portal so I can import it in Xero and add it to a bill.
Why not just email the invoice to my portal so it is ready for me to add and approve there - saving me 5 minutes per month.
Jill Fechner commented
Done, will have to wait til next month to see how it lands
Anna Scott commented
its the excel version of this subscription invoice that needs to go into xero not just the summarised lines, that way the costs can be allocated to clients rather than having to add invoices as pricing changes etc please.
Nigel Godfrey commented
Just emailing a PDF would be a good start! And giving me the option of choosing the email(s) it goes to, so I can cc my draft bills email address, Hubdoc or Datamolino.
Allen Bronton commented
Why only for AU, NZ and Singapore? Did your U.S. and other international clients to something that would cause you to exclude us?
Gavin Daniels commented
While automatically adding the subscription invoice details into the Xero the invoice should also be added into the HubDoc system also. Having to manually add these into a system that is looking to minimize the workload on staff is counter intuitive. Also finding the Xero Subscription invoices without any of the emails is an adventure in frustration as well. They could just email the PDF of the invoice then people could attach rules in email handling to automatically process.
Lisa Beauchamp commented
Yes, I agree, would be really great to get the Xero subscription invoices via eInvoicing.
Saso Puksic commented
Xero could use their own feature, and send their bills to their Xero subscribers through the Xero Network Key.
That would save everyone from having to check My Xero > Billing Accounts > ... > View invoices > click on the invoice > Save to... Xero each month, for each billing account, and for each customer with their own subscription. Just to press the "Save to Xero" button.
Alternatively, if at least a pdf invoice was emailed, that would at least make it like any other bill, and save that browsing.
Geoff Schmidt commented
@Ian and @Amanda - my interpretation of Kelly's note is that Xero is going to use the exiting eInvoice platform (using the Peppol standard) to deliver the invoices to their customers (which I think is a great way of doing it as most of the functionality already exists in Xero, and also promotes eInvoicing more widely by getting more people to use it).
@Amanda - while the US has a Peppol access point there are no certifying US authorities for Peppol, which means that the US is lagging behind most other developed countries in implementing eInvoicing. I'm guessing Xero will wait for the US to catch up before they offer this service, otherwise they'd have to develop a specific eInvoicing service just for the US. AU, NZ and Singapore are all on the Peppol network.
Amanda Moore commented
What about this being worked on to roll out to US customers as well?
Alan Macdonald commented
That's great to hear you are working on automatically creating these bills in xero which I think is long overdue.
Is it possible that the admin could elect to create these as draft OR approved bills in the same way you can with repeating bills? That way, they don't need to be approved which is an unnecessary manual step.
I would be interested to hear about the other automation projects that Xero are working on?
James Diprose commented
This would be great!
It annoys me whenever I reconcile transactions that I have to go and find a Xero invoice email, follow the link, open the link for each invoice and then click Add to Xero for each one to have draft bills created in Xero.
So instead of thinking, "wow Xero is great, it helps me save time" I think, "why are you making me and everyone else do all of this unnecessary work, I wonder if there is an alternative product..."
Alicia Anderson commented
Sue Focas commented
What a great idea!
Tracey Galuzen commented
In Xero when I send out an invoice to my customer a link is automatically included in the email with the options to:
- include files as attachments
- include PDF attachement
- Send me a copy (my email)
Can you please "Include a PDF" when you email out our monthly invoice?
Also, can you send the email directly to my draft bills email address?
that would save some time...
Geoff Schmidt commented
With the rollout of eInvoicing, encouraged by Government and supported by Xero, the Xero invoices should be sent to their customers via eInvoicing if the customer is registered for it.
This will promote eInvoicing and provide a real-world example of how it works.
Nancy Wauchope commented
At one time they had the capability to send invoices through Hubdoc. Since Xero owns Hubdoc, why not bring that back to at least save us from having to retrieve the invoice.
Trudy Guy commented
Of course this idea is great for those who are getting a xero invoice for their individual subscription. This does not apply when the invoice is applied to the accountant who then passes on a discretionary charge to their client. I have both scenarios to deal with, so I would still like it to be automatic from Xero to post it straight into the system if possible. It would be a time saver for me at least for some of my clients.
Alan Macdonald commented
This is a complete and utter waste of time for ALL Xero users to do the following EVERY single month.
1. Click on invoice link in email
2. Save as PDF
3. Create an invoice an PDF. We use repeating invoices for this.
4. Attach PDF to an invoice
5. Approve invoice.
Xero could even use the Xero API to create the invoice and attach the PDF invoice for each client.
It would save a lot of people a lot of time.
Seriously, how hard can it be to implement this???