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1938 results found
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Bills - Create a recurring supplier invoice from a previously entered invoice
Add another option on the SAVE button for Supplier Invoice entry (and Sales I guess but we don't use XERO for our Sales) to enable a previously entered invoice to be copied from and then SAVED as a RECURRING INVOICE. There have been many times I would love to have had this option.
1 voteJust for anyone else coming across the idea here - You can use 'Repeat' from the Bill options in the top right of the Bill to create a new repeating bill template😊
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Invoices - Show overpayment reference number on credit when applying to invoice
When an overpayment is entered while reconciling the bank transaction, the reference we enter while creating overpayment transaction should appear in the reference tab while applying the credit to an invoice.
6 votes -
Sales Invoice | Advanced template - Merge field to show applied credit
Having recently started using advanced templates for our invoices, I've discovered that credits applied to invoices don't show separately and instead get added with payments, thus showing as net payments. I believe the credits field is only available for use on advanced statement templates so can the credits field be made available for adcvanced invoice templates please?
That would then give us the ability to display the total amount credited on an invoice and the total paid towards it on separate lines.
Thanks in advance
7 votes -
Invoice - Automatically generate invoices on quote acceptance
automatically generate invoices on quote acceptance and then autosend it.
35 votes -
Send invoice - Remove details of invoice from email
I really don't want the details of the invoice to be in the body of the email. It looks ridiculous and some of it could be private. Please change it back or tell me how to change it. I really hate it in it's current format.
2 votesHi Teresa, this is actually possible already.
From the Email Settings you can select the Sales invoice template and you'l just want to deselect the 'Include action to online invoice and detail summary' then Save.
I do want to note, this does strip back the email formatting so you might like to send yourself a copy to see what this then looks like once the option has been disabled. Thanks
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Invoice - Ability to move "Pay Now" button to custom part of email body
Invoice - Ability to move "Pay Now" button to custom part of email body.
Currently as first part of email, "PAY NOW £***" is displayed in the message preview in quite a confronting manner. Ability to move it to any part of the email body would make our organisation seem friendlier.
23 votes -
Improvement needed for Invoice
Improvement needed for Invoice, to enable the invoice word format, spacing and size to be changed & add extra location to upload barcode (other than upload logo, provide more place for us to upload JPG file), add more functions to standard invoice features as we are not IT related field it is hard for us to customised own invoices styling. If use customised invoices, it very hard for us to amend for example to included or excluded tax.
1 voteHi Catherine, few different asks wrapped into the one here. We ask that each thread contain one idea so it's clear the functionality that's being requested and to help share support back with our product teams.
From your detail it sounds like there are a few existing ideas that you could support here in the forums and welcome you to create one for each other idea you see helping to make doing business easier for you with Xero.
- Invoice Settings - Simpler customisation
- Inventory - Barcode scanning to adjust stocks - If you'd simply like to add the code that you reference for inventory this could be input in the current Item code field.
- Contact - Having custom fields on invoices and contact
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Contacts - Add a View invoice button to Contacts
When in the contact section and viewing the activity tab, it would be useful to be able to view PDF invoice from that screen rather than click on an invoice and click the attachment tab (similar to the function in bills to pay).
3 votes -
Sales Invoice - Select "reply to" email address from dropdown
SO annoying that when we want to send an invoice using a different email address we have to always go into "Settings > Email Settings" to change the email address and then go back into it to change back once done. Why cannot we select the "reply to" email address from a drop down just like the "email template"?
11 votes -
Receivables invoice detail report - Add contact postcode
Client wants to be able to include delivery address post code in receivables invoice detail report - can this field be included in the column options
4 votesAppreciate you sharing ideas from your own clients, David. It'd be great to know more of how this could help their business or the reasons why they'd like to see the post code in this report specifically.
Atm, if needing a full list of contacts and their post codes perhaps an export from Contacts would be of use. Thanks
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Invoices | Projects - Include project field on invoice summary screen
Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.
2 votes -
Invoicing - Show credit limit on invoice and statement email templates
The ability to add the clients credit limit that they have been approved for, as well as how much of the credit limit that they have used on the invoice email template as well as the statement email template. See attachment for example.
6 votes -
Invoices - Ability to apply a vendor credit note to a customer invoice
Ability to apply a vendor credit note to a customer invoice. Currently need to code to a clearing account than go to the customer invoice and apply to the same clearing account to clear. Would be nice to have the ability to apply directly to the customer invoice.
3 votes -
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.
4 votes -
Sales Overview - Add column with invoice line details
add column in invoice overview. Hi, I was wondering if I can add a column in the program in invoices overview. When I used sage 50 account before, I could see a list of invoices and first few lines of what the include. Now when I go to a customer and would like to check how much I charged for particular job and I don't know when it was done, I need to open each individual invoice to see description. My invoices usually include one to three lines and would be very helpful to see in one…
4 votes -
Invoices - Ability to Unvoid
To get the ability to unvoid Invoices
Purpose: Because creating a new invoice will generate a new invoice number, and if user can unvoid it, they can still get the same invoice number.
33 votes -
CIS - File for overpayments allocated to a CIS invoice
Yes that's right. Let's say you pay a subby £150 in advance and allocate that as an overpayment on their account from the bank feed. You then get an invoice from them a couple of weeks later for £500 and deduct CIS of £100 leaving £400 outstanding. You allocate the overpayment from the account of £150 and pay your subby the balance of £250. The system will only declare CIS on the £250 element of what you have paid. You have to know an overpayment has been allocated, reverse it and allocate the payment directly to the invoice for it…
12 votes -
Sales invoice - Create project while entering an invoice
Make it possible to create a new project while entering a supplier invoice in a similar way that you can create a new contact if the one you want isn't there. At the moment if we are entering a batch of invoices and there is one that hasn't had a project created we have to create a new one in Projects first before we can continue.
2 votes -
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 - Remove invoice description character limit
Remove New invoicing description Character limit. Currently the limit is 4000 which isn't enough for large customer invoices.
23 votesThanks for continuing to share your feedback on new invoicing and your needs in increasing the description field. As mentioned in my last update, currently each line of your invoice can contain up to 4,000 characters within the 'Description' field.
Though we don’t have immediate plans for extending this, our product teams have started some more research to get a deepened sense of our invoicing users for future improvements. If you'd like to share further feedback we'd love to hear from you, through our survey here.
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