255 results found
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Invoice - Text link to invoices to clients
I would like to be able to text a link to invoices to my clients. Emails get lost in full inboxes where as my clients are much more responsive to texts.
9 votesHey community - thanks to everyone who's added their vote to this idea.
Just a heads up, that it's already possible to generate a sendable link for an invoice, which you can then include in a text 💬
You can find the steps in our 'Share an online invoice or credit note with your customer' support article, but I've also shared the steps for new invoicing below:
- In the Business menu, select Invoices.
- Find and open the invoice you want to share.
- If the invoice is:
- Draft or Awaiting approval status, click the Approve & email arrow and select Approve & get link
- Awaiting payment or Paid status, click the menu icon and select Get link
- Click Copy to copy the invoice link.
Finally, you can add the link to a text or email message and deliver it to your customer!
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Bills: Ability to search by Created Date
Extend the search function under bills to pay to include creation date to help elevate duplication when exporting data to csv file.
I want to export invoices from Xero to import into a CRM platform to use as a job cost analysis as this is not a function Xero currently has.
All invoices dated the 01.09.22 will not be input on the same date so there is no way to ensure you have exported all the invoices for the 01.09.22 unless you delay the export. This is not a practical solution for me as I want to assess the profit…
4 votesHi team, returning to the idea I wanted to highlight that you can currently run the History & notes report which could be filtered for Type = Bill, and type 'created' in the search bar.
Relating to the ability to identify duplicates - our team are currently working on aa duplicate detector that'll further help with this process, so you'll be able to review bills that have been identified as duplicates and take needed action before exporting - You can stay up to date with work for this on this idea. Just add your vote to receive updates 🙂
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Quotes | Apply contact defaults
Hi.
Prior to the recent update to quotes, the default sales settings inputted onto a contact would carry across to the product rows on the quotes.
i.e you could set the default department and category for a customer which would auto-populate when you entered a product / tabbed across the product line whilst inputting the information.
Do you think this functionality could be restored?The ability to tab across has actually been removed too, could this be re-added to? Or if there's an alternative key to press that would work too.
Purpose: to save sales people time when inputting large…
7 votesHi everyone, sorry we've not updated this idea sooner. With feedback and smaller iterations to the new experience for Quotes our team have made a change so that contact defaults saved within a contacts record will flow though to a new Quote once the Contact has been selected.
Once you select a contact within your Quote you should see a small pop up at the bottom of the screen to indicate that these have been applied - Like the example I've attached
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Sales invoice - update draft invoice date to 'today'
Repeating invoices which are created to be draft. I then call the customer to confirm the settings are still accurate and sometimes have to wait for 1 week. It would be helpful to have a "Today" button at the bottom of the calendar that opens to quickly set today's date as invoice going out
2 votesHi Christiane, I see you're also a part of the similar idea across here.
Just like noted there, you can use the keyboard shortcuts to update a draft invoice to todays date by pressing the letter 't' when in this field 🙂
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Aged report - By contact group
We have created contact groups (Accountants Names) and have allocated all of our contacts to their accountant. We want to print a list of the overdue debtor amounts for each accountant so we can follow them up but there is no report that does this.
1 voteHi Kylie, you can achieve this with the Aged Receivables summary report where you can either group by or filter to a particular contact group 😊
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Sales Invoice - Tab through invoice to add new line
Automatically insert new line when tabbing across on new transaction/ invoice
11 votesHi team, just rounding back on the flow here.
When using new invoicing you'll find as when you type in any field of a line, a new line is automatically inserted beneath.
So, you can either tab through fields or use your mouse here. 🙂
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Invoices: Show discount amount in larger font
I think it's very important that the Discount amount by the subtotal should be in big letters not so small in brackets, I think everyone wants the customer should see in the first second that he saved £1000 with discounts...
2 votesHi Kive, you can make use of advanced branding and edit the docx template to change the font size of specific fields that are shown on your invoices.
See more on advanced template here in Xero Central, if you need some help or questions about adapting the templates there are a discussions where others are generally happy to offer help in community.
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UK Invoicing: Support for eInvoicing
E-Invoicing implemented into the UK/EU version of Xero.
This would help invoice our customers in other countries.1 voteHey Laura, thanks for sharing this idea!
Earlier this month we begun the roll out of eInvoicing in the UK, starting with receiving eInvoices.
You can read more about that in our blog We’re introducing eInvoicing to Xero in the UK.
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Bill Screen - Simpler preview of attachments
Preview PDF on Bill Screen. Currently viewing a PDF has to many clicks
Have to click the files icon 1
then click the file name i want to download
then click in my browser to open the downloaded fileCan we not just have it preview the PDF in the browser, if there is only one file attached a preview button without having to drop down first would also be good. So you can view the attached invoice in one click instead of three.
8 votesThanks for all contributing to the idea here! With our new Bills quick view feature, previewing your files has been become much simpler.
From the list view you'll be able to see the # of files uploaded to a bill, and by clicking on the file icon you can get a quick side by side preview (without having to leave the list view).
You'll also find you can use the arrows in the bottom right corner to switch from one file to the next where you've uploaded multiple. 😉
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Sales invoice - Auto fill sales person
Option to Auto Fill Account, Tax Rate, Sales person for all rows. It gets quite time consuming to manually add for each line (even if it is a button at the top of the fields allowing auto fill of all, that would greatly help)
1 voteHi, Neilson, as noted in my last update, it sounds like Tracking is the most appropriate feature for auto filling your sales person in an invoice. You can add defaults for contacts that'll automatically populate the tracking column as you enter lines within an invoice for that contact.
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Invoices: Ability to add or minus a bulk amount on an invoice
The ability to add or minus a bulk amount on a invoice(not just a discount)
PercentageWould be great so can add fuel levy in or minus a amount off the total of invoice
That you need ect.3 votesHi all, as previously shared this is possible by adding a new line to your invoice. You can add both positive or negative lines to the invoice to change the total amount.
Alternatively rather than a line in itself you could use new invoicing to discount each line by a total amount.
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Invoice - Send / Issue Invoices directly to Whatsapp
Send / Issue Invoices directly to Whatsapp: Clients of our would love the function to be able to send invoices directly to a Whatsapp account/number from Xero (similar to the "Email" button on invoices). Client contact numbers are already listed on Xero Contacts. Even if this was only added to the Xero mobile app, we think this would be a huge benefit for many businesses.
5 votesHi all, I'm pleased to let you know it's possible to share via WhatsApp. If you're using the mobile app, on the invoice you'd like to send, use the menu in the top right for more options and select Share... Your mobile will come up with options for sharing and if you have WhatsApp installed you can send it to your WhatsApp contacts.
If you're using the web version, on the invoice you'd like to send, use the menu in the top right for more options and select Get link. From here you can copy the link and use WhatsApp Web to compose your message and paste the link to the invoice.
Hope this helps!
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Automatically mark quotes as invoiced
The ability to automatically mark accepted quotes as invoiced when the invoice has been raised. this would help highlight outstanding accepted quotes and therefore outstanding workload.
1 voteThis may depend on your current workflow, Steve. You do currently get an option when creating an invoice from an existing quote to 'mark as invoiced' - see more on this here
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add product code to purchase order template
I would like a template for a purchase order to personalise it to the needs of our company, as you can with an invoice.
1 voteThanks, Geoff. 🙂
Dianne, you'll be able to open and adjust the Purchase Orders template when using advanced branding - Here's a list of the includable fields for each template
Item code is included in the Purchase order template by default.
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Purchase order | Copy to - Navigate to list of bills
When you make invoice from Purchase order through "Copy to" function, invoice(bill) made and showed the windows with only bills which made from the Purchase order seconds ago.
However recently Xero changed their look and it has changed to nothing.
Once you did the same follow-through, it only shows up the purchase order overview of the list you made from purchase order and you have to select Bill section again which shows all the bills not only you just made from the purchase order but also other existing bills. What a wasting time.
It is not an improvement, rather going…1 voteHi Soonam, as an update to the new Bills view you'll find you can now set a 'Default bill page' so each time you navigate to the bills area you should be taken straight to the page you've set as the default. 🙂
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Inventory - Edit from the list view
I would like to make a suggestion (for XERO improvements). on the inventory page, where it is listed, where there are 3 dots on the right (currently only archive or delete), can EDIT not be added there, rather than first clicking on it, and then searching the edit button on the top of the next screen
3 votesThis now now available, Mieke! 🎉 From your list of Products and services you'll find the option to Edit from the 3 dots to the right of the item. Thanks for sharing with us on this, here. 😁
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Quote Register
Quote Register. Good to have the ability to progressively bill a quote.
Either through the sales screen or a report to see the progress of a quote that has been invoiced as most clients bill a deposit and then a final bill once job completed.
It would be good doe say a window like the invoicing screen to be able to add quote amount and be able top compare that to an invoiced amount so you know the status or every quote.
8 votesHi all, we've released updates to the Receivable Summary and Detail so you can now include Quotes as a Source in these reports.
You'll also find that our team have created two quick view options on the left side panel where you can switch to view all quotes , or just outstanding quotes easily all together.
With these additions, you'll be able to get in and add filters to create the view you're after. Once set up Save as to make it nice and handy. 🙂
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Bill | Payment fields - Allow price pasting with commas and dollar $ signs
On bills awaiting payment and payment batches having a way to copy the amount that is not formatted so that it can be pasted directly into bank payment amount fields. At the moment the value is formatted with commas "1,200" which cannot be copied directly to a bank payment page.
2 votesHi team, appreciate it's been some time since this idea was initially raised. Returning and doing some testing in the current product this is now possible. Sorry we have not updated on this idea sooner.
You'll find in both batch payment and within an individual bill payment you can copy and paste amounts. Currency symbols will be stripped but the formatting of the amount itself should be pasted.
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Bills | Batch payment - Create one payment for specific suppliers monthly statement
In the bills batch payment function - roll together invoices due for each supplier for one payment that would reconcile once bank feed comes through. We often have 20 + invoices by supplier for our key suppliers per month. Have ability to save bank particulars and reference by supplier (theirs and ours) so auto populates when running batch payment.
2 votesHi team, with no further interaction on this idea in some time, we'll shift to delivered.
You can use batch payments to select multiple bills from a single supplier to pay together. If you're trying to get a view of the bills to a single supplier you could send a Remittance, or run the Supplier Bill Activity report, or the Expenses by contact report to view totals for a collection of your suppliers. 🙂 Within an individual contact you'll also find that you can save financial details to simplify the batch payment process, too.
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Remove "Attention" to the "To" address and improve format in invoice
Not sure if this is a problem for others but I couldn't exactly find the same description but there's a similar one, See https://central.xero.com/s/question/0D51N0000554XuiSAE/the-word-attention-from-registered-address-line-at-bottom-of-invoice
In the "To" section of the invoice, for some reason, After stating the client's company name, the next line with say "Attention: then it's the same company name, followed by the full address and then without starting a new line, then "Attn:" Name of the contact person.
This looks very sloppy as the "Attention" is repeated in the wrong place, the client's company name is repeated, and then the contact person is not in a separate…
1 voteHey Sally,
This can happen when the client's name has been entered in the 'Attention' field of the contact's record. If you don't want the Attention line to appear on your invoices, you can edit the customers contact's record to remove it from the address field.
I've confirmed this works in the global demo organisation. As we can see in the attached screenshot, the 'attention' field has been removed from the address.
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