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1744 results found
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Sales Invoice - Ability to translate to other languages
I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.
9 votes -
Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms
Ability to set up multiple due dates for payments/deposits.
Purpose: payments and deposits can be spread throughout different dates.
176 votes -
Email template | Sales invoice - Ability to remove due date
My client does not want to show due date on the email template on a sales invoice that I send to them.
9 votes -
Contacts - Send invoices and statements through WhatsApp
Hi not sure if it is available, but can you add WhatsApp to clients? It would be great if one can email and WhatsApp client invoices and statements, directly from the online portal.
8 votes -
Sales invoices | Import - Option to create based on Customer Account number
Customer Name / Customer Account number - To import invoices the main criteria for the import file is the customer's name. We work with properties where the owner details change on a regular basis and we use the account number (which is also the erf number) to process invoices. Can a it be changed to give users the option to either use the account number or name as the main criteria for the import file instead of just using the account name.
12 votes -
Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
9 votes -
AU Invoices: Generate invoice from approved timesheet
Hi Team Xero,
Is there any possibility of creating invoices from the timesheets?
3 votes -
Sales Invoice - Print each customer's payment term on tax invoice
Does Xero have any plan to put the payment term feature showing on tax invoice in near future? Currently, we setup on each customer record. But the payment term is not printed automatically for each customer. Hope to see this feature soon on all printed invoice.
4 votesHi Emily, there's no way or immediate plans for enabling differing payment terms per contact on invoicing atm.
Right now, if you have differing payment terms for different sets of customers, they way to represent these differences would be through the use of invoice templates.
You can then set a default branding/template to be applied to each of your contacts which'll be auto applied when you raise and send an invoice for them.
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Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills
As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).
The old general ledger (export function) enabled you to see the description on both accrual & cash.
Seems illogical?!
27 votes -
Sales Invoice - Ability to lock individual invoices and credit notes
Feature that only certain users can change invoices and credit notes after they have been approved.
Our client has had various invoices and credit notes changed after they have been approved and sent to customers.
4 votesTotally understand it won't suit all circumstances - With no current plans to add individual locks per invoice, perhaps the Invoice Only Draft role may be appropriate for some users and reduce the # of users in the org with the ability to edit approved invoices?
Another way to keep an eye on who which users are making changes to approved invoices would be to check the History & notes.
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Bank Reconciliation | Suggestions - Matching by invoice number rather than amount
Reconciliation to be matched by INVOICE NUMBER rather than amount
9 votesHi community, appreciate the interest for being able to match based on the invoice number, even if the amount of the statement line and transaction in Xero differ. While this isn't something we have plans for at this stage, it'll be good to get a sense of the interest for this here.
Just to confirm for everyone coming across - The way suggested matches work currently is based on the amounts of the statement line and transaction being the same and also looking at most of the fields of a statement line and comparing with transactions entered to show a preferred match.
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Spend / Receive money - Ability to set tracking defaults
Allocate specific tracking categories to transactions instead of showing every category when a transaction is created.
Currently all tracking categories show when creating a new spend/receive money. In our business one of these categories is used for timesheets only. I would like the option to be able to choose which tracking categories display when creating new spend/receive money transactions in Xero, in the same way that I am able to do this for payroll and on invoicing.
2 votes -
User Roles - Invoice only (Approve and Pay) to add Tracking categories
I would like to give the ability to add tracking category to a user that is Invoice only with Approve and Pay permissions
11 votes -
Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
28 votes -
Invoices - Option for 'Tax point' field in invoices
The need to have an occassional tax point date that is different from that of the invoice date has arisen, usually found in the retail sector, and there is not currently an ability to add the field to the sales invoice form. Can there be the ability to have this feature added, albeit a hidden one? Currently the work around is to create an invoice outside of Xero and send that version to the client, causing additional workload. We have been seeing this from vendors for years but the workaround there is entering in the tax point as the invoice…
3 votes -
Reports - Ability to include Draft bills and invoices in cashflow reports
I would like to visualise how draft bills and invoices affect my cashflow, something which I know is not possible at the moment. This would allow me to predict how multiple open quotes & projects could affect my financing requirements. Could this be added in future?
12 votes -
Batch Payments - Ability to 'split' when reconciling
Currently a client can upload a number of invoices and then create a batch payment for these invoices. When they make a payment for 1 of the invoices in the batch, you have to remove and redo the payment then match the separate invoice up, and then recreate the batch payment, excluding the amount which has now been paid. Would be easier if like with invoices, the batch payment could be split, saving the new to remove and then recreate the batch payment.
333 votesHi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea! -
Projects - Expense Date to be shown on the invoice
Add an expense date to a project
When you enter expenses under projects, a date is required. We would like that date to appear on the invoices.
9 votesWhen you say you'd like the expense date on the invoice - would you expect this to be visible just in Xero, or o your customer as well?
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Stripe - Import Invoices to Xero created in Stripe
Invoices which have been created directly in Stripe are integrated with Xero so that the invoices import into Xero and then when payments are received, if payment is received via Stripe, this marks the invoice as paid to the bank account in Xero (which will then allow for reconciliation with the payment from Stripe) or if paid by a bank deposit these can be reconciled in Xero and will mark as paid in Stripe also.
7 votes -
Projects Invoice Summary - Show Invoice Number and Reference
Hi,
I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.
This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.
Thanks,
3 votes
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