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1938 results found
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Invoice Reminders - Trigger when importing from third party apps
Invoice reminders do not work when generating invoices in a third party app that pushes the invoices across to Xero.
This is unhelpful when the integration is otherwise seamless.
4 votes -
Sales Invoices- Flag as 'in dispute / query'
Ability to flag an invoice or bill when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice/bill when it is currently 'under query/dispute' in error.
476 votes -
New Invoicing - Keep the previous Contact when using Copy
Please change the new invoicing so when we copy the invoice, the previous contact automatically appears as default
We should not be choosing the customer each time we copy an invoice
382 votesHi everyone, we've introduced a change to new invoicing so you now have the ability to copy an invoice to a draft invoice and keep the existing contact. 🙂
When you select this option, you'll see a pop up where the current contact is selected by default, however you can choose another contact or leave this blank if you'd prefer.
Thank you for all your support and sharing back on the idea for this feature, here.
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Invoice Branding - Remove Itemised detail
We use a a CRM system to create our invoice which is then linked to XERO. On our CRM system it itemised the components of the invoice this is also transferred. Is there a way on the xero invoice that this feature is not transferred so that the invoice only shows description and the total value of the job, ie NET, VAT GROSS.
We do not want the client to see the full breakdown.We send statements to our clients which has a link to the invoice due to the issues of the itemised invoice our clients can see this…
1 voteHi Dawn, this is possible with the use of an advanced branding theme. Using the DocX template you can customise the template to remove merge fields that you don't want to be shown to your customer.
Once set up as you like you'll want to upload the template to your branding theme in Xero, and then apply to contacts or to any individual invoices you'd like this template used.
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User Roles - Overdue invoice only role
Hi,
I would like if Xero can provide an invoice user view only to look at the overdue invoices.
This idea came up because we have a requirement to give this access to the person we hired for invoice chasing.
We do not need to let him see previous invoices or give him access to create new invoices.
Just a view with pending invoices payments for sent invoices2 votes -
Invoice Discount Column - Show it on copied-to Bills
We like the discount column on Customer Invoices.
We love being able to copy Customer Invoices to Bills.But what happens to the discount when we copy a customer invoice to a supplier bill? It appears in the total but it doesn't appear anywhere on the bill and it's impossible to edit or remove unless the entire discounted item is removed and added.
I've spent many confused hours wondering why the bill doesn't add up.
Even a flag to state that there is a hidden discount would be an improvement.
10 votesAppreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
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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…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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Receivable Invoice Summary Report - Group by Contact group
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.
6 votes -
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 - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.4 votes -
Projects - Add Invoice Paid Column to Project Summary Report
We've started using Projects and I've created a test project, sales and purchase invoice and have marked the sales invoice as paid.
However the project summary report doesn't show that the client/sales invoice has been paid and this is so important for us to be able to plan our payment run for the direct costs relating to that client/project.
Can this field be added to the report?
3 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 -
Hubspot - Link to Hubspot deal via Xero invoice
Hubspot integration in Xero; a link to the Hubspot deal via the Xero invoice, so that the relating deal can be found more efficiently.
4 votes -
Invoice - Ability to add a price list to a customer invoice
A option to have a price list added to a specific customer so that the pricing for that specific customer is automatically added when invoicing. I have been through the app store and cannot find an app that offers this feature and integrates with Xero. It is silly that all other accounting software offer this option yet Xero has no interest in adding it to their system
19 votes -
New Invoicing - Receive payment for an invoice before sending it
Immediately after creating an invoice, you approve it, then a series of boxes appears at the bottom of the screen allowing you to receive the payment. Once payment is applied you can send the receipt to the customer. This is ESSENTIAL for accepting cash payments or any payment made at the time of delivery but before sending the invoice. Please add this feature from OLD invoicing to New invoicing.
3 votesHi Fiona, it's not necessary to send an invoice before adding a payment. Once an invoice is created in new invoicing the default option is 'approve and send' but 'approve' can be selected instead. A payment can then be added and receipt sent, with a similar workflow to classic invoicing.
Atm there's no way to set the default approve option for an invoice. However, this has been raised as an idea across here if you'd like to add your vote. 🙂
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Invoicing - Make the History & Notes the same as in Classic Invoicing
Please leave the history of an invoice EXACTLY as it was in the classic invoicing.
The new invoicing doesn't show the invoice that it was copied from or copied to and this is very important as a trail.
I really don't understand why so many important features from the classic invoicing has been omitted.
OR
let your customers continue using the classic invoicing as they like
728 votesHi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
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Sales Invoices - Field for Customer's Purchase Order Number
Adding customer’s purchase order number in the sales invoices.
Purpose: because some companies will not pay an Invoice without a PO, so it’ll make users’ workflow easier when they can search #PO to find the right invoice.
174 votesWe appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
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Invoice Email - Ability to edit "Review and pay" banner
The "Review and pay" banner misleads recipients into thinking they can make electronic payments, but we're not using e-invoicing and have it turned off. Another major issue is that it causes significant delays in loading or, in some cases, renders the invoice completely inaccessible. The banner in the new invoicing should be named "Review" rather than "Review and pay" or be editable to suit different needs.
7 votes -
Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping…7 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
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Sales Tax Report - View Invoice Number and Reference as separate columns
When setup tax basis: cash basis, the sales tax report could show invoice number and reference by separate column not replace reference instead of invoice number.
3 votes
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