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1419 results found

  1. Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.

    47 votes

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  2. With PayNow, we want the customer to use our stripe and pay on the quote. The idea behind this is that customer pays and then we send the product and issue the invoice. If we issue the invoice and then customer changes mind and doesn't pay, it will be a problem and we need to delete the invoice. So, adding Pay Now to the quote will solve this problem.

    8 votes

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  3. automatically generate invoices on quote acceptance and then autosend it.

    35 votes

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  4. Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.

    However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.

    I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…

    9 votes

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  5. Projects in progress list must show the total uninvoiced amounts also.

    16 votes

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  6. I generate invoices from the Xero app. Quick and easy. I would like to generate a receipt from my iPhone app as well after a customer has paid. At present you can only do this via the website.

    15 votes

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  7. To be able to Assign & invoice a billing client within blue Xero. It’s not unusual to have a central billing agency looking after subsidiaries accounts so the ability to bill the agency while having the subsidiary with thin your system to raise the invoice against would work well.

    1 vote

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  8. Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL

    9 votes

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  9. Want to create a AFI file in Xero to collect payments directly from my client's via direct debit.

    15 votes

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  10. In Projects

    When invoice is created from Projects ( I have Six Staff) It automatically orders this in name order and has mutiple date entries from the Latest date entered.
    I then have to ferry each date up the page to order these chronologically so i have the earliest date and each staff member for this date (before starting to add matarials etc)
    To make it easier for my clients to read what is entailed for each day.
    We need a button to convert invoice to date order as on big jobs this takes me over half an hour ??

    16 votes

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  11. If you send an Invoice per mail to a client, a credit note that is linked to the invoice should be attached to the mail with the invoice too.
    Currently, you have to send two separate mails.
    If you send an invoice, you have several check boxes like "add invoice as pdf". There should be the option "add credit not as pdf".

    4 votes

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  12. This was happening for a while after a recent update, but it's gone back to the way it was :( ... having to manually unselect the items after the operation.

    3 votes

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  13. Bill Due Date

    At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.

    3 votes

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  14. In the Files area, there are some that you do not know of until you opened them, and upon seeing them, it's not needed for the business. You have to close the file, either select the checkbox then delete, or the option button on the right to delete. Can you add a Delete function upon opening the file so we don't have to click close just to delete unwanted files? Thank you!.

    2 votes

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  15. Project invoicing to show time in minutes/hours for time entries
    This is a requirement of many of our customers. Eg time sent 30 mins shows as 0.5 on invoice. We need a column that shows time for the task time enry. At present we need to manually type 30 mins in the task description to meet customer invoicing requirements.

    3 votes

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  16. It would be helpful if the quote number was automatically picked up and featured onto the converted invoice.

    9 votes

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  17. I often take part-payments against customer invoices in Xero. But, when I use the app, the full sales invoice amount appears rather than the remaining balance. The app should show the remaining balance on sales invoices - when viewing the list of unpaid invoices.

    1 vote

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  18. The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…

    3 votes

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  19. I want to be able to merge a customer's business registration number onto a custom invoice template.

    There is a field for this in the database but no merge field available.

    15 votes

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  20. Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.

    Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.

    7 votes

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