Enter your idea

more and more e-invoicing

yes please - this would be helpful

e-invoicing is currently cumbersome with having to tick on each individual invoice as a e-invoice before sending. It needs to work like the Xero to Xero network so it recognises the e-invoicing status at the client level and sends via that channel automatically, especially for repeating invoices. I do like that no email is sent.

Given the huge push to move to paperless & more efficient processes, the option to default to e-invoicing is a no brainer. Other systems are already doing it - please Xero, make our lives easier.

The e-invoice setting needs to be at a client level - it is inefficient and impractical to have to remember which clients have e-invoicing set up and toggle on each invoice.

Also the e-invoices need to be manually marked as sent.

Our invoicing is all automated from our order management to stripe and Xero. The current setup breaks that automation as it requires another step to set as the send eInvoice flag is not available in Make.

Need the eInvoice flag to be at an organisational level, not the invoice level

This is a huge miss in the current e-invoicing; users have to remember to set the setting on every invoice instead of establishing it once at the customer level.

Also include the ability to default the other options (attach PDF and include bank details)

It is nuts to have an automation feature and then require 3 manual steps to use it!

It would be convenient to set particular clients to e-invoice by default so you don't have to manually have to remember to do it each time you are processing an invoice for said client.

Hi Xero,

Before removing a function that works ok please test it's functionability.

eInvoices I've found to be very time consuming when you have to repeat the eInvoice function on every invoice that is sent to the same customer. I send bulk eInvoices to many customers on a weekly basis and have to do the same process each time.

Can you please as a matter of urgency enable eInvoice as an option in the contacts to eliminate time and error as I also have to click the bank account and it's possible with multiple accounts to click the wrong one when doing it each time.

Sorry to ramble but I assume you can now feel my frustration.

Please could you add the ability to select on the customer contact card if invoices are sent by e-invoice or not. Some customers prefer e-invoices, and some are not set up for e-invoices.

The functionality of 'repeating invoices' has been compromised because of the inability to send an eInvoice to individual contacts.

I would love to be able to turn on e-invoicing in the client settings. It's a pain to toggle on for each invoice and then click the menu to see the send button. I am unable to select multiple invoices from the invoice search page and then send them as an e-invoice. This adds considerable time to my workflow.

Without this managing a large mix of einvoicing and email clients is inefficient

Yes. It's also a case of how to keep track of which clients have e-invoicing capability or not. I'm thinking at the moment we'll need to put a code in the name like "John Smith (E)" to be able to tell - unless there is a better idea.

Also, most of my invoices are repeating subscription invoices so if that's not an option for e-invoicing it's pretty much a non starter for me.

Please allow us to choose e-invoicing as the default on contacts so once a contact is confirmed as receiving e-invoices, the next invoice can automatically be set to send as e-invoice!

Currently I need to refer to a list every single time to confirm who accepts e-invoices which is time consuming and annoyingly counterintuitive.

eInvoice option should be able to be set in a clients contact card much like the Xero to Xero network key or as an option where these options are when emailing the invoice.
Include files as attachments
Include PDF attachment
Send me a copy (Email Address)
I feel that the new changes have made things slower for Clients and bookkeeper's
Some of the updates are not as straight forward.

Hi Xero,

Any update on this case?

It would be super handy for this to be actioned so we can advise our Xero customers to make our company (contact) the default for all e-invoicing.

Thanks

We have just a handful of customers that require this and would be great to have this default for them to avoid sending by email in error

Why introduce it and then have to try to manually remember which customers use e-invoicing and it also inhibits sending bulk invoices out.

seems like a no brainer to me - you should be able to turn einvoicing on to happen automatically for contacts if you wish