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1940 results found
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Invoicing - Customers to pay deposits on invoices
To have the ability for customers to pay deposit through invoices
Purposes: Business can just send one invoice to customer/client, so they don’t have to send multiple invoices when it comes to part payment.
378 votesThanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
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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 -
Projects | Task Description to be used on Tasks & Expenses Invoice
In Projects - the tasks we add 'time entries' to and then invoice are set up in "Products and Services" screen. We would like the description entered in the "Products and Services" screen to flow through to the invoice when a "Tasks and expenses" invoice is raised. Currently only the Task Name goes into the Description box on the invoice but this is not adequate to send to the client. Typing over the top of the description is a waste of time and we do not want the time entry description to flow through as this is often too brief…
4 votes -
Online Invoicing - Auto attach PDF of invoice when saving as Draft
I've noticed that Xero is retiring classic invoicing, and that the Xero to Xero link option is not available in New Invoicing. Xero to Xero is an important feature for many of our clients especially in groups where there is intra-group invoicing with many items on an invoice this saves a lot of time! Please add Xero to Xero to new invoicing. I also want to ask if Xero to Xero can please automatically attach the pdf version of the invoice to the bill created in the opposite entity as this does not happen automatically.
4 votesHi Michael, we have an idea for Xero to Xero in new invoicing and want to be open that this isn't something we'll be building into new invoicing however there is still a way to use this feature. You can have a read of my full post on the idea.
In relation to your second idea around auto attaching the PDF of an invoice when it's created as a bill in the recipients organisation. I'll slightly amend your idea for this here and we can get a sense of the appetite for this.
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Invoice Template - Associate files to a specific template that are included with invoice raised
Can you please add a function for adding and associated file to invoice setting in order that it automatically associates to every invoiced raised using a standard template
2 votes -
Invoices - Ability to recognise future revenue
The ability to recognise future revenue from the invoice.
Purpose: To find out the future revenue, because for some businesses the invoice that they’ve issued to their customer is the revenue for the future month.
101 votesHi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.
While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.
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Xero Accounting app | Invoice - Ability to 'preview'
Could you add Invoice preview to Mobile app. This service is available on the main invoice page so it should be easy to add to the mobile app. It is standard with a lot of mobile app software payment systems
2 votesHey Paul - thanks for sharing your idea! I've checked with our team and I can confirm that it's possible to preview invoices in-app, as well as previewing the .pdf export.
The exception being draft invoices which, consistent with desktop Xero, do not allow a .pdf export.
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Invoice - Ability to automate payment reference
It will be very efficient if there is a feature automating invoice payment reference i.e. Sales or Service Invoice numbers
1 vote -
Project Reporting - Sort by invoice/bill date, rather than assigned date
Currently when you filter all project reports by a date range it pulls the report based on when you assigned the invoice/expense to a project. Please update the report to pull by the invoice/bill date similarly to all other reports in Xero. This is crucial so you can compare your project reports to all other financial statements to confirm accuracy.
5 votes -
New invoicing - Assign next number in sequence when number removed
We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will…
101 votesHi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
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Invoicing - Longer Reference field
It would be better is the invoice reference could allow for input of longer names, without scrolling, so it's all on one line on the invoice.
Currently, the invoice number character length and the invoice reference character length are the same, which seems odd, as usually the invoice number is just a few characters, but the invoice reference can be long (project name, case name etc)13 votes -
Invoice Templates - Customize header for Paid Invoices
Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.
1 vote -
New invoicing - Don't allow Invoice Only Draft Only user to select Create new item
When I am logged-in to Xero as a user with "Invoice only" and "only create drafts" permissions, it is my understanding that this user should not be able to create new invoice items or see menu options for creating new items. However, it appears this user can see this menu option when adding a line item to an invoice and attempt to create a new item, leading to an ambiguous error message.
Expected Behavior:
User with "Invoice only" and "only create drafts" permissions does not see and cannot select any menu options for creating a new item that…4 votes -
Reporting: Aged Payable/Receivables - Invoice description column
Adding description column for Aged Payable/Receivable report.
Purpose: To easily identify which invoices that need to be actioned.
48 votes -
New Invoicing - Add line number
Add a new field for "Row number" in customized invoice. So that we can see how many lines items in one invoice & fulfill client needs.
28 votesHi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks
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New invoicing - Ability to create new item from invoice
The classic invoicing had the ability to add a new item or a new account code while creating the invoice, the new invoicing doesn't have this ability so you have to go back into products/chart of account, create it then go back to the invoice - this seems like a step backwards rather than an improvement
2 votesHi Paul, a slightly different process to classic invoicing, but it is possible to add an item when using new invoicing.
When you add a line without an item code (description based) you'll see an option from the 3 dots at the end of the line that allows you to 'Save to inventory' meaning you don't have to jump out to Products & services to add each new item - see my example below🙂
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Receivable Invoice Summary - Add 'Due' based on date range of report
Add a "DUE" Column to The new "Customer Invoice Summary" report if it is to replace the "Customer Invoice Report". At the moment the proposed change will remove functionality. We rely on the current Customer Invoice Report to update our cashflow. The proposed "BALANCE" column is not the same as the "DUE" data. "BALANCE" only gives Invoices not paid at end of filtered period rather than what is left to be paid period.
Alternatively..... DO NOT RETIRE THE CUSTOMER INVOICE REPORT!!!!3 votes -
Bill - Create Billable Expenses from a customer invoice
I request xero development team to edit the billable expense feature or create a new feature. Currently for billable expense to be invoiced to customer, first we need to enter the billable expense and than later invoice to customer. However, in our case, we first send the customer a tax invoice to collect advance from customer and than make spending for the expenses on behalf of customer. However, in this case we can not make sure or link within xero what was invoiced to customer and how much was spent against that invoice. I mean if we…
2 votes -
PROJECTS - Include Supplier Name and Invoice Date
Would it be possible to include supplier name and invoice date in the Tasks & Expenses tab, within Projects. We currently have to add this information in the materials line which is inefficient when the information is already within the transaction.
3 votes -
Invoicing - Assign & invoice a billing client
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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