Invoicing - Import discount as an amount when importing invoices
When importing bulk invoices, have the ability to upload discounts as a dollar amount and not as a %.
Erica England, CPA
shared this idea
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Niamh Gunning
commented
As we use external booking software and provide customers with discounts in monetary value, it’s very important that we can import that data as a numeric amount rather than a percentage. Otherwise, we would need to manually convert every transaction before importing. The more preparation required before import, the greater the workload — which defeats the purpose of a bulk import.
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Abdul GP
commented
There is a mismatch of values while importing the invoices with discounts %. Its very critical to have this implemented asap.
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Wendy Gui
commented
We hope that Xero can improve the sales discount function to select a number. Since we are using sales import, if the default discount is % according to Xero, many of our sales invoice amounts will be a rounding difference. It's impossible for us to change it manually.
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Richard H
commented
Now that you can enter a discount amount rather than a % in the new invoicing screen the invoice import needs to be updated too to allow the same thing. It is highly annoying having to manually check all the discounted sales imports every month