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1740 results found
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Invoicing - Add attachment to sales invoice notes
Include the option to add an attachment to a sales invoice note.
Would be helpful for credit control purposes.
5 votes -
New invoicing - Increase Transaction lines in invoices
Currently one can only post 50 lines in an invoice. It should be unlimited as some clients have at least 200 lines or more depending on their line of business.
4 votes -
New Invoicing - Copy invoice to keep existing email
Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.
Please refer to the contact details and pre-populate their contact email addresses.
Thanks
5 votesSorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
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Invoices: Resend failed e-invoices as an e-invoice
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…
9 votes -
New invoicing - option to 'approve and close'
There are new options now under 'Approve' on the new Sales Invoice. The majority of my invoices are created post-purchase, so I create the invoice, approve the invoice, then usually need to go back to the Invoices overview. I want to see added 'Approve and return' or 'Approve and close'. Currently it takes me three clicks to get back to the invoices, because I need to click on Approve, then 'Invoices' from the breadcrumb, then to 'All' since it defaults back to Awaiting Payment. (Why doesn't clicking 'Invoices' from the breadcrumb take you back to the All tab?? Surely that…
4 votesHi Trudi, while the Business menu option I mentioned in my last update remains the best flow for what you're after here currently.
I thought it may be useful to share that we've recently released some keyboard shortcuts for common actions in new invoicing that may help improve your efficiency when invoicing. Our product team have added small prompts to highlight these in the product while our customers familiarise, and if you’d like to view the full list of options you can see them all on Xero Central.
We'll continue to track the interest in an approve & close option here, and share if there are any changes planned that may impact this.
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New invoicing - Ability to type in the tracking category field
I would like to see the ability to type the tracking category into the field in the new invoicing, be available again rather than a drop down menu that its not user friendly or time saving. The drop down often jumps to the incorrect tracking category, even after the correct one is selected.
2 votes -
Invoicing - See gross profit
When a sales invoice is created, there should be a place where i can see what is the gross profit. If not, I would have to go back and forth between the inventory module and the sales invoice module to maunally calculate.
1 voteHi team, as previously shared you can run the Receivable Invoice Summary or Details reports where you can select to include a Gross column.
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online payments in invoicing
Would be great to be able to turn off online payments for specific customers.
Would also be good to be able to choose which online payment methods we accept or dont accept rather than currently having to take them all or nothing.2 votesHi Joe, thanks for raising this here. We've made some updates to how you manage online payments so this can now be done on an invoice by invoice basis.
If you go to your Payment service settings you'll be able to set up all the payment services you'd like to offer, then on the individual invoice you select Set up online payments so you can choose those that you are providing on that invoice.
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Invoicing - Remove credit card logos from invoice PDF
For businesses that only leverage ACH bank transfers as a form of payment, allow users the ability to remove all credit card logos from the invoice. It's not currently possible to remove the Visa and Mastercard logos from your invoices, when using Stripe as a payment service.
5 votes -
New invoicing - Make the "Approve" button floating at the top of the screen
We have monthly invoices and we have multiple lines, sometimes 100+. With the new invoicing, the approve button is at the top of the screen and I have to scroll to the top every time I got to check the total prior to approving. Can you please make the 'approve' ribbon fixed at the top of the screen when you scroll down?
4 votesThanks for your feedback, Dane. This isn't something we have direct plans around atm and we'll track the interest in having this option as a floating button, here.
You may find using the 'Home' button on your keyboard helps to quickly navigate back to the top of page for now.
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New invoicing - Ability to set a default BCC email
Is there a way to edit the email template when invoicing to add a standard email address in the BCC field? by doing this Trustpilot gets the email details to send out reviews?? i cant find an option for this feature
obviously you would put your unique Trustpilot email address into the the BCC template field
2 votesHi Andrew, there's no way to set a default BCC email when sending from Xero atm. It may be something we look at in the future. For now, we'll begin to get a sense of the interest for this here. Thanks
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New Invoicing - Set contact when copying Purchase Order to invoice
I often copy from a Purchase order to an Invoice, with the new Invoicing set up, it automatically populates the customer field with the Supplier name, can this PLEASE be changed to same as classic with a blank field so we can enter the custmer details in ourselves, it is most annoying and has often caught our office out sending invoices to suppliers.
1 vote -
New invoicing - Use persons name from Contact record (rather than contact name)
We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even…8 votes -
Invoicing | Billable expense include Item Code and details
Please keep the current feature of adding item codes to billable expenses so that the preset charge out rate and account pulls through. In the new system adding an item code wipes out the billable expense.
25 votes -
Invoicing - Add a QR Code to view the invoice online
QR Code on Invoice that goes to same web location as the 'View your Bill Online' link on Invoices.
Currently, a Xero Invoice can have a link displayed for easy/direct payment by customer.
I would like to see the option to include a QR Code, embeded within the EMAIL sent to customers, and on the PDF attached to the Email, that translates to the same link, allowing for easy payment of printed invoices at time of delivery.
Great for 1st time customers, Pay on Delivery or COD customers.
10 votes -
New invoicing - Remove split screen when sending
The split screen when sending an invoice makes everything cluttered. I already approved the invoice, I dont need to see it as I add an Email address
4 votesSorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.
Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.
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Invoicing - Ability to bulk update product details within draft invoices
For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices
10 votes -
Quotes - Convert to a deposit invoice and remaining amount invoice
Ability to convert quotes into invoice & the remaining amount of invoices.
Purpose: Because it helps users invoicing workflow as they often have to keep a separate record of deposits sent / paid and manually calculate the remaining amount to invoice on completion of a project
47 votes -
New Invoicing - Update total line amount when unit price is deleted
at the moment in the new invoicing system, if a price is deleted from a line and not replaced with 0.00 it is not automatically zero'd out so the the line total remains what it was before the price was removed. should automatically update as soon as the number is removed.
3 votes -
Invoicing - Keep Classic Email Template as an option
Feedback on the Updated Email Invoice Template: Prioritising Client Experience Over Financial Details
As a business owner wholly committed to providing exceptional customer service, I've encountered significant issues with the new email invoice template that I believe warrant urgent attention from the Product Team.
Focus on Experience, Not Payments: Our aim is to immerse our clients in a seamless service experience. By prominently featuring payment details in the email, it inadvertently shifts the client's focus from the quality of service to financial transactions. Clients should have the option to review detailed financials at their discretion by accessing the invoice themselves.
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2 votesThanks for your feedback, Andrew.
We appreciate the new view may not be to everyone's liking. If you'd prefer to strip this back, you can edit your Sales invoice Email template/s to uncheck the option of 'Include action to online invoice and detail summary' as shown in my screenshot.
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