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1747 results found
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Sales invoice | Email - Insert Invoice Link at Cursor
When emailing an invoice to a customer there is an option to insert a link to the invoice. However the link is always placed at the end of the message and I have to cut and paste it where I want it in the message.
Could the link not be inserted where the active cursor is instead? Saving the user the hassle of moving the link.
See mock up.
2 votesHi community, with the improved send experience in new invoicing you'll find this is now possible.
When you add the Online Invoice link through placeholders, you'll see it is automatically inserted wherever the cursor is placed in the email on the left and you can get an instant visual of what this looks like to your customer on the right. 😊
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Invoices | Projects - Include project field on invoice summary screen
Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.
2 votes -
Sales Invoice - Collate lines of a single invoice when exporting
When exporting invoices if an invoice has multiple lines in Xero it also appears with multiple lines on the exported Excel.
Can we have some way to collate the invoice lines onto one line on the excel?
Currently when exporting a bulk amount of invoices we have to manually combine lines on the spreadsheet for the same invoice. This can take a lot of time and often lead to mistakes as manual calculation is needed to get the correct invoice amount.
2 votesCan you provide more detail of your reason for needing to export invoices from Xero, Balraj?
We don't have any plans for changing the format of the export right now, however it sounds like this is a common action for you, and it'd be good to better understand the use case that we can share with the team.
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Sales Overview - Add column with invoice line details
add column in invoice overview. Hi, I was wondering if I can add a column in the program in invoices overview. When I used sage 50 account before, I could see a list of invoices and first few lines of what the include. Now when I go to a customer and would like to check how much I charged for particular job and I don't know when it was done, I need to open each individual invoice to see description. My invoices usually include one to three lines and would be very helpful to see in one of the column…
4 votes -
Batch Deposit - Create multi contact deposit without invoices
In QB you can "create a deposit" and in each line item, you can assign a customer, assign a GL account, class & amount. (there is also a line to assign to an invoice/customer ledger if you use those). You can then print a deposit slip from this as well!
PLEASE make this function available.
It is a hassle to enter every check or payment into "Receive Money", then have to go back and try to match up all the correct payments to the bank deposit in the bank reconciliation.
But if we don't do it like that, we cannot…5 votes -
Xero Expenses - Email to create expenses
Xero Expenses - The ability (like with bills) to forward an email invoice to Xero and it to be automatically added to your Xero expenses app.
68 votesHi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
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Profit & Loss - Show Invoice Numbers
Currently there is no functionality in Xero to populate the invoice number in the Profit and Loss report while the reference field is filled out. Would like to have the invoice number to be shown as well for easy reference and checking.
3 votesHi team, as noted in my last update you can click on the figure in the Profit & Loss which drills down to the Account Transactions report.
You'll find that you can adjust the report settings to add 'Invoice Number' as a column so you can see both pieces of information on the report.
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Invoice Reminders - Trigger when importing from third party apps
Invoice reminders do not work when generating invoices in a third party app that pushes the invoices across to Xero.
This is unhelpful when the integration is otherwise seamless.
4 votes -
Invoice Reminders: Ability to select that reminders only go to original recipient/s
Here's a copy of my note to Xero Support & their response below:
Hi,
I prefer to check 'include in emails' for all contacts in an organisation, as the quote & invoice recipient/s often vary & I find it simpler to delete unnecessary recipients from the list on each quote or invoice than to add them. I've only just accidentally realised (after years of use) that invoice reminders go out to every email address in an organisation that is 'included in emails' & not just the email recipient/s of the original invoice - I've been unintentionally sending reminders to multiple…7 votes -
Branding - Merge field for invoice tax total on DOCX Statement templates
If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.
6 votes -
Email Settings - customise style
I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.
59 votes -
Bills - Ability to select user to approve draft bills
Being able to allocate draft purchase invoices to different users for approval
34 votes -
New Repeating Invoice - Include option for "Fortnightly" Transactions
In the "New Repeating Invoice" section, Sub section "Repeat This Transaction Every" only has weekly or Monthly. A lot of employees get paid Fortnightly (Two weeks) and would be a great addition to add the "Fortnightly" option. Also adding the "Fortnightly" option in the Reference, Place Holder area. Please see the attached image as these area are highlighted.
5 votesHi team, this is already possible with the options in the repeat template. You'll want to enter the number '2' and select 'week(s)'. 🙂
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Contact | View recent invoices/bills - set default date range
The longer I use Xero the more supplier invoices it stores.
When I use the recent bills report it takes so long to go back to the beginning 2015 in my case before it allows you to put in a date search.
It would be great if we could have a function to archive old supplier and customer invoices- not losing them altogether but just in the background to be viewed if needed.5 votes -
Repeating Invoice - Ability to change description in bulk
Global change of description on repeating invoices - some folk have same text but include current month before sending - currently required to edit each invoice to achieve this
4 votesHi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.
To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.
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Inventory - Create Inventory Items in multiple currencies
Ability to have multi-currency for inventory in Xero.
Purpose: To make invoice and purchase tracking easier, because this feature will allow users to enter different currencies when they’re buying and selling the item.
118 votes -
Invoices - Option to send our own PDF invoices through Xero
We have our own PDF invoices we send our clients and much prefer these over the automatically generated Xero PDF version of invoice. I know we can upload these into Xero when in classic view but are these the PDF invoices sent with Automatic Reminders when selecting "Include the link to the invoice PDF" or is it the standard Xero PDF invoice that is sent? If not can this please be added as we much prefer our own invoices as much detail goes into them and we are not happy with the overall look of Xero PDF's. We have tried…
2 votes -
Email to Credit Note
Draft Bills - Ability to create Credits from Draft Bill sent directly to Xero email
Suppliers email credits as well as Bills, why not have the ability to process a bill or credit through this area, a supplier is not going to invoice credits to one email address and invoices to another. Why can we not select if it is a bill or credit and process.
Purpose: to allow processing of credits through the Draft Bills seamless
cost effective: reduce the need for additional software such as dext or hubdoc, use xero.
Current process: open the Draft Credit, download the…
282 votesAppreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
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Receivables invoice detail report - Add contact postcode
Client wants to be able to include delivery address post code in receivables invoice detail report - can this field be included in the column options
4 votesAppreciate you sharing ideas from your own clients, David. It'd be great to know more of how this could help their business or the reasons why they'd like to see the post code in this report specifically.
Atm, if needing a full list of contacts and their post codes perhaps an export from Contacts would be of use. Thanks
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Sales invoices Ability to mark an invoice as 'confidential' & hide from some users
Could there be a function added to hide invoices attached to expenses so they can be kept confidential from other users?
3 votes
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