- or
1904 results found
-
Sales invoices - View email of a contact that's viewed online invoice
The ability to see which contact has read an invoice when it's sent to multiple people
6 votes -
Invoice - Recurring invoice reference for a contact
When a new invoice is created, have the reference number auto fill from saved data. Just like you can save what sales account and tax to use for a contact. I have customers that give me a blanket PO for the year and I use it on every invoice I create for them.
4 votesAppreciate the feedback here team. We'll track the interest for this here, however not something we have direct plans of right now.
Perhaps, right now the Contact Account Number could be used for this?
-
Xero Mobile app - Ability to Delete/void invoices
Need to be able to void/delete invoices on mobile app. (Not have to do it via xero on computer)
VERY frustrating for clients who invoice daily from their phone and need to void or delete an invoice.9 votes -
Invoices | Inventory - Add units of measure (UOM) & weight to line items
Ability to add units of measure (UOM) and weight to line items.
Purpose: Customers can have clearer information. Because some of the items that Xero users’ sell are having these.
160 votesHi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here. -
Invoice theme - DocX For Receipt, Del Note and Remittance.
Ability to create receipt, del note and remittance using DocX.
Purpose: Users can easily customise their receipt, del note, and remittance using DocX.
53 votes -
Project detail report - Include Supplier invoices name and invoice reference
I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?
5 votes -
Projects | Quotes & Invoices - Show reference number
Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project
7 votes -
Sales Invoice - Bulk create Sales Invoices
Ability to create sales invoices in bulk.
Purpose: To save time rather than having to create invoices individually. Especially when creating similar invoices to a group of people.
6 votesHi everyone, rounding back on the idea here, to confirm you can bulk create invoices in your Xero organisation via CSV import.
Alternatively, if using classic invoicing and contact groups you could look to create invoices for a group of contact (we're looking at developing this for the new invoice experience also).
-
History & Notes - Auto-Save functionality throughout Xero when creating Invoice
Ability to save the work by default when users’ creating a new invoice.
Purpose: Users’ will not have to re-create a new invoice when they suddenly logged out from Xero.
20 votesHey community, thanks for sharing this idea!
When you're next entering an invoice, you might like to use New Invoicing, where the entries you make are automatically saved.
You can do this by clicking the 'Switch to new invoicing' option at the bottom of the page.
There's more info on this over on Xero Central: Invoicing in Xero
-
Invoice reminder - Show the list of those contacts that have reminders turned off
Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.
25 votesHey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
-
Projects - Bulk update project expenses to 'mark as invoiced'
In project records the ability to select multiple or all expenses entries (by using the existing select tick box) and bulk update 'mark as invoiced' status.
13 votes -
Invoices - Increase attachment size
Current size limit of attachments able to be sent with invoices is 7MB.
Businesses that are required to send PODs with their invoices and that are photographs of the POD's reach the limit of the attachment size after 2 or 3 photographs.Email limits at the moment through gmail, outlook etc are around 20MB+ so there is a work around, however makes it much easier and more streamlined to send via Xero.
6 votes -
Bills - Previous/next button to go straight to the next bill/invoice
being able to use a next/previous button to toggle through bills and invoices without using the main bill or invoice to find the next document. Be able to amend bill/invoices without missing any.
14 votesGood news team, quick view is out and this is now available to everyone. As you'll see from the bills list view there is now an eye icon that shows a right side preview of your bill when clicked. To simply move from one bill to the next use the arrows above your bill view. This makes it even simpler to take bulk action on multiple bills at once without having to open and review each individually.
Thanks for your feedback and sharing with us here on how we can improve Xero for you. 🎉
-
Reporting: Aged Receivable Report - include customer credit limits and due dates of invoices
Ability to include customer credit limit and due dates of invoices in Aged Receivable report.
Purpose: To be able to get a better view of the customer’s ability to pay and the outstanding invoices.
29 votesHi community, rounding back from my last update - Credit Limits are now available to everyone within the Aged Receivables Summary report! 😊
💡You'll see a common format in the left side bar or can customise the general report to include Credit Limit and Available Credit as columns within your own layout - More detail on the report here
-
User Permissions | Projects - Read only access to Bills & Invoices of a project
We have assigned users to specific projects but in order for them to see the invoices and bills against this project the settings must be changed so that they can access all bills, invoices and contacts to amend.
I would like a feature so that someone assigned to the project can have read only access to the invoices and bills ONLY associated with this project. Allowing them to still run reports and view profitability on their project but they cannot amend invoices and bills or cannot access others that are not their projects.
16 votes -
Invoice - Prefix in Date Format YYYYMMDD-01
Invoices - Prefix in Date Format
It would be great we could choose an invoice prefix in a date format that automatically updates each day. For example 20231123-01, 20231124-01 02 03 etc.
I track my invoices by the date in which I send them so this feature would save me alot of time instead of having to manually update the date in the invoice prefix each day.
8 votes -
Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation
This should be automatically added to your account, rather than having to save to Xero manually each month
616 votesHi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar. -
Repeating Invoices - Widen the display Column
In Repeating Transactions, you have a column width for Reference which is fairly decent, but then the data in that is truncated to the extreme. It takes up less than half the column width??????
Has it not occurred to your programmers to use the full width of the column and only suffix with ... if it still proves too small to display all the data20 votes -
Repeating Invoices - Don't revert to Draft when the template owner is removed
Stop repeating invoices being changed to draft when the author/owner/user that added it has been deleted.
Right now when a repeating invoice template has been created by a user who has since been deleted, the repeating invoice template option will be reverted to 'save as draft'.
18 votes -
Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice
To make the credit card fee or online payment fee visible in the invoice.
Purpose: Vendor/customer will be able to see how much exactly they’re being charged.
33 votesThanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.
Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.
- You can also use an advanced invoice template to show this on the invoice to your customer.
Outside this service, while not automated there are ways to represent and pass on fees to your customers;
- Add detail to your invoice payment terms so this is clear to your customer
- If there is a default fee that'd be charged you might like to set this up…
.png){kind=link}
- Don't see your idea?