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1897 results found
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User roles - Hide supplier balances from users with 'Invoice Only User Sales (Quoting & Invoicing)' permissions
With in the Invoice Only User - Sales (Quoting & Invoicing) the user can still view all of your suppliers and the amounts you owe them via the contacts tab. If you want to give someone access to raise and sent sales invoices then they shouldn't be able to see all of your suppliers and especially shouldn't be able to see what you owe each of them!
1 voteHi team, we've made the change and this is now live. Now, what's visible for a user with an Invoice Only role will be dependent on their level of access. Invoice Only Draft will no longer see the I Owe and They Owe columns, Invoice Only (Sales) will only see They Owe, and Invoice Only (Purchases) will only see You Owe. This change applies to sorting on the page as well.
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New Invoicing - show 4 decimal places on invoice (i.e. R44.1309)
I want more decimal places on the Line Amount and Invoice Total to display as follow:
1.7568 x 25.12 = 44.1309I can get it to show 44.1300 but I want to set it up to show 44.1309
4 votes -
eInvoicing - Ability to use for non VAT registered businesses
Massive oversight by Xero.
E-Invoicing only available to VAT registered companies as you have to enter a VAT number. What about all the non-registered companies?
Why can't you select that you aren't VAT registered and be able to benefit by E-Invoicing?9 votes -
Invoicing - Option to upload custom image to standard invoice
Dear Sir/Madam,
When I download custom xero template it has «PaymentImage» code.
I would like to upload my own image different from Payment Service image to the bottom of the standard invoice same as logo, then I will not need to use a custom PDF template.Could you add this option?
PDF invoices are not convenient as it requires invoice to have Sent status to print PDF. And no quick preview availiable, so no option to preview custom invoice prior sending it.
I don't need saving every preview PDF invoice perhaps it can just open in a new tab without…2 votesHi Taisiya, 2 ideas rolled up in one here. We have a separate idea that's been started to preview a docx/advanced branding theme that you're welcome to add your vote too and we'll slightly amend the title of your idea here to reflect the first idea you've noted.
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Invoicing - DOCX merge field for Payment Currency on Paid invoices
When I send a paid invoice pdf to a customer I would like it to show the original currency and also the currency they paid in. I'd also like it to show the exchange rate of the payment, rather than the Xero calculated currency. At the moment this field isn't available in the docx merge fields.
3 votes -
Sales invoice - Adding lines to invoices
When invoicing it should automatically add more lines as required rather than having to manually add extra lines.
2 votesHi there 👋, like mentioned (Thanks Freya) when using new invoicing and you enter any data in the current line a new line will automatically be added below so you don't need to manually add new lines 🙂
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Projects - Track labour costs without generating an invoice
I would like to track labour costs in project without invoicing them. The invoicing is done differently. It goes per bag packed, but I would like to know how much on labour it costs to pack the bags. Thank you.
2 votes -
Invoicing - Auto updating your quote or invoice while working on it.
Send quotes and invoices via WhatsApp.
4 votes -
New Invoicing - Show email as address
It would be great to use email address as address in an invoice as often clients only provide an email as contact.
i.e no delivery address.1 voteHi Marcel, with the standard invoice template this will show the billing address on the PDF of the invoice. If you don't have a physical address for the contact and want to include the email address, enter and save this in the billing address details on the contact. You can either do this from their contact record or on the fly when creating the invoice. here's an example I created of how this will appear.
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Invoicing - Ability to bill/charge a different contact
Some of my customers utilise my services through a scheme where their employer or a separate 3rd party will pay their invoice.
Often this same employer or 3rd party will be paying for many of my different clients and they will often pay me in one payment.Think of something like an insurance company paying for repairs on many different vehicles, or NDIS payments for the provision of health services to many different customers.
I quite urgently need a way to keep each customer separate so that I can easily retrieve sales history and data based on individual customer, and…
2 votes -
Invoicing - Receive Deposits on future sales before raising an Invoice
Record deposits on a quote or future invoice sale without raising the invoice value against a customer.
We manufacture a product and then install for a customer - with a deposit of either 50/50% or 30/30/30/10% at the point of approved sale. We are happy to create an invoice number but with a deposit on each sale this creates a "negative balance" and we do not want to create a sale until the final invoice has been agreed at installation. ie. a negative receivable.
2 votes -
Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.
Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.
4 votes -
New Invoicing - When selecting Files, hide the ones that are already attached
Attaching a file from the Xero Library to the new Sales Invoice template. Files saved to a folder within the Xero library now show ALL files rather than just the ones unattached, so you have to sort through all of them until you find the file you need (the attached ones were not shown in old invoicing). This is taking longer to process.
I do sort the files in submission date order, but when you have up to 50 per month submitted it takes a while to scroll through the already attached pdfs.1 vote -
New invoicing - Attach more files to invoice when sending/resending
I'm currently re-sending an invoice (manually sending a reminder) and I'd like to attach the email delivery receipt (which I have because I originally sent the invoice to me and then forwarded to the client from Outlook but that's a different set of bugfix/feature requests) as a file to the reminder. The only way to do this at the moment is to back out of the invoice sending screen, attach it to the original invoice and then send the invoice with the attachments both old and new.
I'd like to be able to attach things to the invoice email when…
2 votesAaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.
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New invoicing - Change the colour of the 3 dot menu button
The latest glitch is that while using the edit function, something triggers the new invoicing to think that an amount has been added to a quantity or price box in one of the lines, presumably one that is being used as just a text line, and there is no way of knowing which box has been triggered so that you might know what you need to clear as nothing is flagged by the software. This also highlights that you don't have a cancel button making it harder to discard all those edits you have wasted entering making it harder to…
3 votesHi Paul, appreciate your feedback on the new invoicing experience. We're continuing to develop this for all customers so your inputs are valuable.
With your first point around the description only line - my recent update on the related idea here may explain the behaviour you're noticing. If you're selecting a saved item to enter description only lines there is a change to how this works between the old and new version and it's not possible to use items as description only atm. We're monitoring this so please do add your vote to the idea there is you feel this applies to your situation.
It's best for us to keep one idea per thread so I'll adjust the title of your post here to match your second point on the colouring of the menu button and we can get a gauge of the interest around this too.
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New Invoicing - Reduce lag in items column and change pop up message location
Reduce the lag in items column when searching, it takes too long to search, sometimes up to 4secs! Please also change the location of the pop up message "default contacts have been applied", as when I start a new invoice the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter items. The pop up box lingers too long and covers the information I need to read! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes…
9 votesAppreciate your feedback here, we're currently working on some updates to the line item grid where you enter the detail of your invoices and the 'Item' field is located. Part of the work the team are doing in this space should also address issues you've noted in the loading of items when you're invoicing.
We'll keep you updated of this change here.
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Invoicing/Bills - Don't update all fields when editing invoice
When editing an Invoice or a Bill Containing Products, The form have the Very bad feature of automatically resetting the Qty to 1... causing all kind of error.
Sometimes we have to update an Invoice, a purchase order or a bill to reflect business changes. When you do that, the form automatically resets the QTY to 1 and the Reset the discount to Customer default and does not show you it was done. So mistakes are being made...
If you feel the need to do so, at minima, the page should highlights the modified numbers to give us a chance…2 votes -
Projects | Task Invoice - Show detail of time associated to task
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 -
New invoicing - Show more details without clicking into each line item on invoice
Hi,
I have started to use the 'new invoicing' that's just been released and can't say that I'm particularly impressed. Some of the simplicity of the old invoicing has disappeared. Please can you reinstate the visibility of the following:
Part Number/SKU number
Discount Given
Account
Tax RateWithout these being on the one page, it's very easy to make mistakes and not notice them.
Also, when entering plain text into the description I.E. a description of what the invoice contains, if I accidentally click in quantity or tab to it, it gets auto filled with avalue of 1 which…
1 voteHi everyone, in Oct last year we released an improvement to new invoicing where you can now show or hide fields of your invoice in the creation screen.
Checking in on the billable expense flow - we intend to develop how billable expenses data appears in new invoicing but it's not in the roadmap just atm.
We've also made a recent update to new invoicing to separate the Approve, Print and Send options, as well as provide more Approve options to the drop-down.
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Invoicing | Change default font size of PDF
Font Size: It would be helpful to increase the default zoom on the invoice view when processing invoices as the print view on invoices become very small and difficult to read without having to zoom in with the plus sign, which again does not enable you to see the whole invoice, which means you have to use the arrow bars. My suggestion would be Xero enables you to drag the invoice to a second screen rather than having to download it every time?
1 voteHi Jovanka, if you're using a Standard branding theme you could look to adjust the font size - this ranges from 9pt - 11pt.
Alternatively with an advanced theme/DOCX Template you may want to look at adjusting the default font size within your invoice template.
You could also view the Preview or Online invoice as a quick check over, without needing to download.
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