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1931 results found
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Bills - Attachments from repeating bill template to be linked to generated bills
Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.so I suggest
1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.Attachments such as working or scanned bills…
21 votes -
Repeat invoicing - Automatic attachment placeholders
Automated File attachments for repeating invoices.
Is it possible to add a feature where attachment placeholders can be saved with a repeating invoice.? So that attachments can be bulk uploaded at some future time and they are included in the draft invoice using file name matching. "[contactname][year][month].csv" for example. Even better if this could done with all the attachments extracted from a single uploaded monthly zip file. The zip file could also perhaps contain a txt file with a simple filename to invoice matching array for a more flexible approach. I know that adding attachments is…
1 vote -
Invoice Due Date
I have a suggestion for Invoicing improvement.
I produce about 30 repeating invoices per week which appear as drafts. In order to spread my work flow the drafts 'arrive' over each weekend ready to be finalised and sent out each Tuesday and Wednesday. The draft invoice carries the invoice date (say a Sunday), which I then have to modify to reflect the actual date (say a Tuesday). It would be helpful to me if the Xero automatically recalculated the payment due date when I input the modified invoice date.
3 votesHi Keith, there are a range of date entry shortcuts that you can use to calculate the due date field - See these listed in our help
So for example you could enter +[number]d for days after the invoice date.
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Repeat Invoices - Ability to use Sales tax lookup(US)
There needs to be the option of including the sales tax lookup feature on repeating invoices. All of our subscription based monthly invoices are taxable in states where we have met the Nexus guidelines and therefore we will have to begin manually creating each invoice on a monthly basis which is extremely time consuming. It's hard to believe that this issue has not been raised before.
6 votes -
Sales invoice - update draft invoice date to 'today'
Repeating invoices which are created to be draft. I then call the customer to confirm the settings are still accurate and sometimes have to wait for 1 week. It would be helpful to have a "Today" button at the bottom of the calendar that opens to quickly set today's date as invoice going out
2 votesHi Christiane, I see you're also a part of the similar idea across here.
Just like noted there, you can use the keyboard shortcuts to update a draft invoice to todays date by pressing the letter 't' when in this field 🙂
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Manual Journals: Daily repeating journals
I would like to have an option for repeating journals to be done daily. Currently you can only choose monthly or weekly.
7 votes -
Gocardless - Reoccurring payments without customer alert
Allow us to select 'reoccurring payment' in a repeating invoice for Gocardless in Xero.
When Xero generates a repeating invoice that is setup for auto collection from Gocardless, it is classed as a new payment each time and sends the Gocardless customer an email everytime.
In Gocardless when subscriptions were done through its own systems, they were classed as reoccurring payments and therefore as per BACS rules, the customer does not need to be informed everytime payment is taken.
We have over 400 monthly payments and growing, we can't keep emailing customers everytime we take their approved monthly payment, it…
6 votes -
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.
74 votes -
Repeating journals - Date placeholder that uses a number-format for month
I attended the 2023 Q2 QPU and I like that for placeholders you can add a number in the square brackets to modify the month placeholder (this was in repeating journals - is it the same in other repeating features, like Invoices/Bills?). I also wonder if you can modify the year placeholder in the same way.
But I'd like also to be able to post repeating journals with a placeholder that uses a number-format for month (eg, 04 instead of April). Alternatively or additionally, it would be nice to be able to abbreviate the month to just the first…
8 votes -
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
38 votes -
Invoice Templates - Standard Invoice Branding Theme to look more like Online Invoice
Ability to replicate standard invoice branding theme appearance to look like online invoice.
Purpose: To make the standard invoice appearance better and more presentable.
30 votes -
Repeating Invoices: Nominate annual dates for issuing repeat invoices.
The option to select up to four specific dates per year to generate invoices. The every 3 month option doesn't allow for office closure periods during holiday breaks and at least one of every 4 invoices per year is at an inopportune time.
1 vote -
Invoice reminder - Auto include PDF of invoice
In invoice reminders you do not have the option to add the original invoice as a PDF. My customers accounting teams do NOT follow links in emails (against security policy), but can read an attachment (as long as it is PDF). I would like this added as an option on invoice reminders.
73 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.
59 votes -
Invoicing: Set invoice reminders by invoice branding template
Ability to turn off invoice reminders based on the invoice branding template.
This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.
21 votes -
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
299 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.
41 votes -
Invoices - Reuse invoice number if voided
Ability to reuse invoice number if voided, so the next invoice will use the number from the voided invoice.
Purpose: Ease of reference and to make the list of invoices cleaner to manage
124 votes -
Invoice - Total item quantity on invoice
Invoice - A total items line in invoices would be extremely helpful for our clients to be able to reconcile inventory sent with the invoice.
13 votes -
Invoice - Add dynamic Paynow QR code to invoice
Invoice amount and invoice number pre-filled after customer scan Paynow QR code. Increases accuracy and efficiency during bank reconciliation
23 votesHi team, as you may have seen in our Xero news, we've been making a lot of improvements in the payments space. While not a direct solution to what you’re asking here, we're beginning to roll out a Tap to Pay experience powered by Stripe in the US. This payment method is already available in AU and the UK, and makes it even easier for your customers to pay you in person, using just your mobile phone and the Xero Accounting App - no extra hardware needed. When these payments come into your Stripe bank account in Xero you'll have all the information for easy reconciliations. We will also be launching Tap to Pay in NZ and Canada after the US.
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