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1739 results found
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Sales Invoice | Delivery address - Update for individual invoice
Delivery Address:
To have the ability to add a delivery address when raising an invoice that can be printed onto the invoice. This would need to permanently save the delivery address to that invoice. When a new invoice to the same customer is raised then have the ability to enter another delivery address if required without effecting the previous invoice delivery address.
78 votes -
Invoices - Unapprove option
Ability to unapprove invoices once it’s already approved.
Purpose: it’s easier to have this feature if users approved the wrong invoices by mistake.
489 votes -
Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due
To have an option to set up e-mail notifications to receive a report when an invoice payable becomes due
Purpose: To easily be reminded when invoices/bills due through email.
212 votesHi team, we appreciate the attention this idea has received and do want to share that while we aren't directly developing at this stage, notification and being able to collaborate on bills is something our team are currently looking into.
We can't provide any promises right now, but we wanted to loop you all in on news. Once the teams research has concluded and we have a better sight on what can be done in this space I'll return to update you all, here. Thanks
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Sales Invoices - Ability to bulk edit/update invoices
Ability to upload changes to existing invoices via csv.
Currently - When uploading a list of invoices that already exist, Xero will not allow the upload to continue. This feature would mean, that for any invoice that exists already, Xero would prompt the user whether they would like to update changes for existing invoices or not.
Purpose example - For invoices that need to have changes applied, for example amending the due date to an agreed revised payment due date. This change would enable the user to bulk update instead of needing to open each invoice manually and edit each…
84 votes -
Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes
Ability to add custom fonts for standard invoice themes.
Purpose: To have a better branding for users’ business.
42 votes -
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
41 votes -
Retain the edit, copy and void features for bills and invoices. These are used all the time in our organisations
Accountants need to to be able to amend the account to which an invoice or one of the lines on it is allocated, as we can with the edit function in Classic Invoicing. We also need to be able to edit the Tracking Category of an invoice or line on the invoice. This is vital for our organisation and likely to be so for others businesses where invoices and bills are booked by financial staff and checked by Accountants. The ability to copy a previous invoice is also used all the time and saves a huge amount of time.…
2 votesAppreciate your idea here, Michael. While it won't be possible to retain Classic invoicing, it is possible to Edit, Copy and Void in New Invoicing.
That said, a couple of the Copy to options (to a purchase order or bill) are planned for new invoicing but aren't there quite yet. You can stay updated on these through the ideas I've linked.
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Contacts - Ability to add an ID type for e-invoicing
Noticed that the BRN can be filled in the "Business Registration Number" data field in Xero Contact, but how about the individual contact with an Identity Card or Passport number?
Even we can fill the IC / passport number in the BRN field, but how to choose the ID type (whether it is IC No., Passport No., BRN, or Army No.)?
1 vote -
Sales Invoice - Include files attached to an invoice when sending
Ability or setting to default include files attached to an invoice when sending from Xero
Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice
302 votes -
Bills and Invoices: Shortcuts to scroll up or down page
The only way of moving (using the keyboard) within an invoice or a bill table at the current moment is by using the enter or tab key. These two keys allow you to move horizontally.
Many times I found myself wanting to move vertically instead! Could we have one key that will do just that?
A similar feature is already present in 'cash coding' and makes the experience of reconciling way smoother. What about invoicing and bills?
5 votes -
Sales Invoices - Issue progress payments on invoices for project/instalment
Ability to issue progress payments on quotes /invoices to percentage claim certain items or expenses.
Purpose: Users can see the progress of the payments from their customer just from one invoice instead of sending separate invoices.
201 votes -
Ability to charge a credit card on file
It would streamline workflow if there was a feature that allowed us to store a client's credit card on file and when a single invoice is sent out to the client, the business can charge the card on file.
In previous invoicing systems, I was able to "store" a client's credit card on file and then invoice and charge the credit card on file. This is an important feature for my business as it removes the burden off my clients for paying the invoice and reduces the amount of follow up on my end for collecting payment.
23 votes -
Sales Invoice - Show associated Project name on the invoice
Currently, while raising the invoice, it is not possible to show the project names in the invoice above the works done. The works indicated in the invoice should be linked to the project and this project name should be shown in the invoice.
63 votes -
Credit Note
Classic invoicing feature missing from new invoicing format
Some of our clients like to prepay so there are often credits to use. Upon approving an invoice, the classic used to say there was a credit available on that contact, click here to use it. There is no such feature on the new invoicing to indicate there is a credit available you have to go and manually check. As well as not informing you of an available credit, if you look at the new approved invoice there is no way apply an existing credit (only to create and apply a new…
1 voteHi Claire, when you approve an invoice for a customer that has available credit, you'll receive a prompt. If you choose to 'Skip for now', you should see an option to 'Apply credit' on the approved invoice. I've attached a screenshot of these in new invoicing.
If you're not seeing either of these options, I'd suggest double checking the name of the contact the credit note has been created for, and raising a case with our specialists at support to take a deeper look into things with you.
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Invoices - Allow contra entries of sales invoices against purhcase invoices and vice versa
Allow the automatic matching of sales invoices against purchase invoices for the same contact.
Purpose: To make users don't have to use suspense accounts, and the function can work the way credit notes work.
56 votes -
Repeating Invoices: Pause and resume repeating invoices
Ability to pause repeating invoices and resume it.
Purpose: Users’ don’t need to delete the repeating invoice and re-create it again.
43 votes -
Contacts - View accepted Quotes
When you view a contact, you are able to see outstanding invoices and quotations from this contact. But it will be helpful to see quotations that have been accepted by this contact to make invoicing easier.
3 votesHi community, as shared in my last update you can view both draft and accepted quotes from the Activity on a Contacts record.
I've attached an example I created in the demo co. 🙂
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Quotes - Option to bulk add new lines, as you can in Classic Invoicing
hi, please add bulk item lines function in quotation as like invoice.
1 vote -
Access levels
Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.
3 votesIs there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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Invoices/Bills - Separate field for posting date and invoice date
Ability to have separate fields for posting date and invoice date.
Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).
209 votesHi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
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