For small businesses

2222 results found

1. New invoicing - Inbuilt calculator when posting payment

   New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the Pop out screen won't allow math.

   New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now… more

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2. New Invoicing - Not user friendly

   There are so many disadvantages to the new invoicing. All my points have been covered in previous ideas so have voted for them. This note is to add my frustrations to everyone else's on this supposed "faster" way to invoice.

   I have even had a customer say the GST was wrong and had to revert to the classic invoicing to fix then return to the new version.

   This whole new version is not my favourite and I will be recommended to my clients to consider other software if these Xero "improvements" continue to disappoint. There are other improvements that disappoint also!!!

   There are so many disadvantages to the new invoicing. All my points have been covered in previous ideas so have voted for them. This note is to add my frustrations to everyone else's on this supposed "faster" way to invoice.

   I have even had a customer say the GST was wrong and had to revert to the classic invoicing to fix then return to the new version.

   This whole new version is not my favourite and I will be recommended to my clients to consider other software if these Xero "improvements" continue to disappoint. There are other improvements that… more

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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you for your feedback, Kathy - I've made sure your feedback here has also been shared with our product team and thank you for also adding your voice and votes to specific ideas across the forums here. 

   We will move the thread here itself to not planned, however we will continue to iterate new invoicing to keep improving the experience for all our customers. 

3. Invoicing - Ability to turn off auto suggestions

   What happend -
   I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blank

   Why this is important -
   The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the API

   What Xero can do -
   I toggle switch for "allow Xero to suggest", similar to that on the bank recon screen

   What happend -
   I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blank

   Why this is important -
   The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the API

   What Xero can do - … more

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   submitted  ·  12 comments  ·  Business features  ·  delete…  ·  Admin →
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4. Invoice Payments - Collect GoCardless "ASAP" instead of on Due Date

   It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.

   For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.

   But for customers who do not have a mandate set up, things get even more complicated.
   We generally set the Due Date of an invoice to +1month to give customers a reasonable time to pay before the invoice is considered overdue, even if in reality we want the payment ASAP. This means that if the customer kindly signs up to pay via GoCardless soon after receiving the invoice, we still have to wait until +1month for the payment to be taken. If they had paid in some other way on the same date, we'd potentially get the payment much faster.

   As for the situation where a customer signs up for GoCardless after the Due Date of the invoice, GoCardless support told me that although a DD mandate for future bills would be created, no payment would be taken for the original invoice! I find that hard to believe and I really hope they were wrong, but if that's correct then it means that if we were to set the Due Date to say 7 days or 14 days instead of 1 month after the invoice date, to help reduce the length of time we have to wait for a payment to be taken, the chances of the customer setting up the mandate with GoCardless before the Due Date are significantly reduced.

   So, although it won't resolve the potential problem of customers signing up for GoCardless after the Due Date, a "Collect ASAP" tick box would at least help get payments sooner rather than later. Essentially, with that box ticked, Xero's systems would see that a GoCardless signup had been completed and then set the collection date via the GoCardless API to +4 (or +5 days to be safe) as opposed to whatever was on the invoice itself.

   It would be really good to have a tick box on the Invoice creation page similar to "GoCardless: Collect ASAP" which would cause the payment to be collected ASAP as opposed to on the Due Date of the invoice.

   For customers who already have a mandate set up via GoCardless, using "+0 days" for Repeating Invoices or "Today" for standard invoices as the Due Date resolves the problem in a way - the money is collected ASAP.

   But for customers who do not have a mandate set up, things get even more complicated.
   We generally set the Due … more

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   submitted  ·  7 comments  ·  Business features  ·  delete…  ·  Admin →
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5. Email templates - Ability to format date placeholders

   Feature: I'd like to be able to format the [Due Date] field when it's included in email templates.

   Use Case: My standard emails include a line which reads "This invoice will be due for payment by 09 Oct 2023". I have to reformat the date to a more readable style every time.

   Basic Outcome: Using standard date formatting you should be able to express the date as "Monday 9 October, 2023" - note that the leading "0" on the date number has been omitted, and also the inclusion of a comma after the month.

   Ideal Outcome: The due date would automatically include the ordinal indicator after the date number ("1st", "2nd", "3rd", "9th").

   Feature: I'd like to be able to format the [Due Date] field when it's included in email templates.

   Use Case: My standard emails include a line which reads "This invoice will be due for payment by 09 Oct 2023". I have to reformat the date to a more readable style every time.

   Basic Outcome: Using standard date formatting you should be able to express the date as "Monday 9 October, 2023" - note that the leading "0" on the date number has been omitted, and also the inclusion of a comma after the month.

   Ideal Outcome: The due date… more

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   3 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

6. New invoicing | Files - support .eml file type

   The Classic Invoicing allows .eml (downloaded emails) to drag and drop into invoices from downloads. The new invoicing DOES NOT allow this. Please reinstate this function to the new invoicing as it is an essential part of loading invoices (uploading (drag & drop) downloaded emails providing instructions and authorization evidence for auditors). Kelly, please confirm that this function will be continued in the new invoicing. Thank you.

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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate you highlighting this, Gemma - Understand what you mean with the .eml file upload within new invoicing.

   I see you recently connected with our specialists at Xero Support on this who directed you here, however this would be best for us to investigate deeper with you. I've re-opened your case and our team will be in touch directly soon so we can get more insight into this one.

   So, while I'll move the idea here to Not planned we're definitely interested to explore this further but best done 1-on-1. 🙂 Thanks

7. Sales Invoices - Import with Paid status and Date

   Sales Invoice - Bulk create Sales Invoices is possible with the import of the csv file, however, the invoices entered is not marked as paid, so we either mark them all paid on one especific date (bulk payment) or go in each one of them and enter the payment...

   Going in each one is impratical, and bulk paying all, lets say, at the end of the month is ok, but not right.

   We would love to create and mark the invoice as paid in one go, just like with the import precoded bank transactions...

   That would help a lot, as we post all the credit card/bank receipts to a sales control account, then when the sales invoices are raised, the payments to clear the sales invoices go against the sales control account, having the invoice marked as paid on a specific date (CC/bank receipt date) will make the sales control reconciliation a lot easier!

   Remember, not everything is integrated to Xero, not all POS systems are, so, importing sales from POS systems must go to a sales control account to clear against the bank/cc receipts.

   Sales Invoice - Bulk create Sales Invoices is possible with the import of the csv file, however, the invoices entered is not marked as paid, so we either mark them all paid on one especific date (bulk payment) or go in each one of them and enter the payment...

   Going in each one is impratical, and bulk paying all, lets say, at the end of the month is ok, but not right.

   We would love to create and mark the invoice as paid in one go, just like with the import precoded bank transactions...

   That would help a lot, as… more

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8. New invoicing - Auto adjust the column width when additional columns are added

   On the new invoicing, when additional columns are selected, a scrollbar is added to the invoice layout and interrupts the smooth capture process. Having to manually scroll from one side to the other to view details is not ideal.

   Consider either auto-adjusting the column widths or allow for the automatic expansion of the invoice layout width when additional columns are selected. This way, users could view all necessary details without the need for manual scrolling.

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   27 comments  ·  Accounting features  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate everyone's patience as we developed this work. I'm now pleased to share that we've released a new line item grid within invoicing that embodies a lot of changes our customers have been asking for. Most importantly to the idea here, our teams have optimised the padding, text size and columns width to make this more compact so you can see more detail without the need to scroll. 

   You'll also find that all fields now wrap rather than truncating so you can see all the detail of your cell. Thank you all for contributing and engaging with us, here.

9. Invoicing: Email receipt from within Invoice

   At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.

   If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.

   Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the bottom of the email. The buttons to view online also say "View Invoice".

   As nuanced as wording can be, hopefully you can appreciate that the difference between "Invoice" and "Receipt" is quite distinct and this issue causes unnecessary confusion for customers.

   At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.

   If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.

   Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the bottom… more

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10. New invoicing - Remove option to Edit Item

    New Invoicing - Remove the edit button in the item list. It is inconvenient and makes completing an invoice with multiple items harder than the new invoicing already is.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate customers use Xero in different ways, Meradene. Want to be open that we don't have any plans to remove this option, but we'll begin to get a sense of the interest of this from the idea here.

11. Sales invoicing - amend VAT

    Can you make the VAT amendable on the new invoicing system. We link with the Clover till system and the vat is always a few pence out, but the new invoicing doesn't allow us to change the vat amount.

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    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Lindsey, you should find that you can add a Tax Amount column within new invoicing which will allow you to change the tax amount of the individual lines so you can correct the cents between your other system and Xero.

12. Sales Invoice | Expected Dates - Bulk Update

    The "Planned Dates" feature in Bills to Pay works extremely well. Key element is that you can bulk update dates as required from a multiple selection.

    The "Expected Date" feature has the same potential but also needs to be able to update invoice "Expected Dates" in bulk.

    Invoices cannot be updated in bulk from Short Term Cashflow if a part-payment has been made against that invoice. Also, you can't update invoices Expected dates if they are not due yet.

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    16 comments  ·  Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the detail of why the Short term cashflows option is not viable for you here, Karl. 

    We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made. 

13. Sales Invoicing - Order acknowledgement

    Between a quote and sales invoice option to create a sales order acknowledgement

    Purpose: To confirm to the buyer that the business agreed on the sales, before sending the invoice.

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    23 comments  ·  Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

14. New invoicing - Reduce size of text

    URGENT!!!! The new invoicing is quiet frustrating. It doesn't remember past settings when emailing the invoices. So now I need to remember EVERYTIME I send an invoice to click 'send me a copy', which I know I'm going to forget especially if I'm in a rush.

    ANNOYING!!!! There's an added step now to attach a pdf. I now need to click add files then drag the pdf, instead of simply dragging it and clicking to send with invoice or not.

    It would be good if the Save & Close button had and 'Email for Approval'. I email invoices (unapproved). Once I have the verbal ok, then I approve and send.

    The type (text) is very large - unnecessarily large. It may suit some people but it would be good if it could be an option. I personally like to see the invoice as an overall, whilst editing it, especially with multiple lines.

    URGENT!!!! The new invoicing is quiet frustrating. It doesn't remember past settings when emailing the invoices. So now I need to remember EVERYTIME I send an invoice to click 'send me a copy', which I know I'm going to forget especially if I'm in a rush.

    ANNOYING!!!! There's an added step now to attach a pdf. I now need to click add files then drag the pdf, instead of simply dragging it and clicking to send with invoice or not.

    It would be good if the Save & Close button had and 'Email for Approval'. I email invoices (unapproved). Once… more

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    3 comments  ·  Business features  ·  delete…  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, recently we have released a new line item grid in invoicing and you will find there are a few updates the team have made to improve visibility. We've optimised the padding, text size and columns width to make this more compact so you can see more detail without the need to scroll. 

    We value your contributions and thank you for sharing with us through this idea.

15. New Invoicing | Send - Copy & paste formatting

    When pasting content from a Word document that has bullet points and other basic formatting, this formatting is lost and you end up with one large block of unformatted text.

    All our invoices have terms and conditions pasted in depending on the application of our products. We have to switch to Classic Invoicing where the formatting functionality still works, before sending the email to the customer, .

    Please resolve this urgently before phasing out Classic Invoicing.

    An example image is attached with a short portion of our terms and conditions to show the non-existent formatting.

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16. New Invoicing - Show quantity in Item drop down

    You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:

    1. When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.

    2. Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday. That is not what is happening. Instead it starts at some beginning of the month date and I have to navigate the whole month just to get to yesterday. Why is this so hard?

    3. Allow me to enter a payment right on the approved invoice page instead of having to open up another window. Currently that payment window is bare bones. Date widget isn't nearly as functional as even the broken one on the invoice page. Account drop down isn't as functional as the account drop down on the invoice page. Them require mouse clicks just to get things done. Can't navigate this thing with the keyboard. If the approved invoice had a place just to enter a new payment like the old one you'd be miles ahead. Why was this not done?

    4. On the item drop down in the invoice page please show quantities. This would be a huge improvement even over the old invoicing.

    You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:

    1. When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.

    2. Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow… more

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.

    In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.

    • New Invoicing - Add Payment details on invoice screen
    • New Invoice - Cursor Default Position

    Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.

    I'll update the title of your idea here to reflect your last point on being able to view quantity from the Item drop down as it doesn't look like we have one for this atm.

    If any movement is made for any of these we will share a public status update on the respective idea.

    Thanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.

    In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.

    • New Invoicing - Add Payment details on invoice screen
    • New Invoice - Cursor Default Position

    Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.

    I'll update the title of your idea… more

17. New Invoicing - Add 'attach file' button at payment

    Reducing clicks:
    When applying a payment to a bill or an invoice, I usually want to attach a source document (image of check, confirmation of our POS system, etc.). Right now I cannot do it while applying the payment. Right now (in 'old' invoicing/bill) I have to instead apply the payment, find myself in the accounts transaction overview, go back to invoice, click on the payment I just applied and then I have to option of uploading/attaching a document. Very inconvenient.

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    submitted  ·  4 comments  ·  Business features  ·  delete…  ·  Admin →
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18. e-invoicing Germany

    From 1st January 2025 businesses in Germany must be able to receive e-invoices and this function does not exist in the Global edition we use for our German clients.

    We need this functionality setting up as a matter of urgency.

    35 votes

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    9 comments  ·  Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising the idea with us. Our team are aware of the mandate of eInvoicing for Germany. While we don't have immediate work planned at this stage our plan is to support any Peppol-enabled region in the long term and we are paying close attention to the interest from users on this idea. We'll be sure to update of any progress surrounding this for you, here.

    The mandate currently states "The new legal regulation currently contains no specifications for the electronic transmission of electronic invoices. An email inbox should therefore initially be sufficient to receive an electronic invoice."

    Based on this, currently with Xero an eInvoice could be received by using our Email to bills service, or by including the invoice as an attachment and sending to your organisation's Files library. On agreement with your suppliers you could share your bills, or files library email with them so they can send invoices directly to your organisation.

    Thanks for raising the idea with us. Our team are aware of the mandate of eInvoicing for Germany. While we don't have immediate work planned at this stage our plan is to support any Peppol-enabled region in the long term and we are paying close attention to the interest from users on this idea. We'll be sure to update of any progress surrounding this for you, here.

    The mandate currently states "The new legal regulation currently contains no specifications for the electronic transmission of electronic invoices. An email inbox should therefore initially be sufficient to receive an electronic invoice."

    Based on this, currently with Xero an eInvoice could be received by using our Email to bills service, or by including the invoice as an attachment and sending to your organisation's Files library. On agreement with your suppliers you could share your bills, or files library email with them so… more

19. New invoicing | Copy to same contact - auto apply defaults

    Thanks for allowing the contact to remain when copying an invoice over - but please can you allow the defaults for the contact e.g. Tax rate to pull through as well?
    I have found when changing the account, or just adding a new item, that it is not bringing this in (as the little warning states when you are copying) but this is a real pain as you have to keep checking the Tax rate and amending when it isn't correct for that contact.
    Please can this be fixed as it was not an issue in the previous version of invoicing.

    Thanks for allowing the contact to remain when copying an invoice over - but please can you allow the defaults for the contact e.g. Tax rate to pull through as well?
    I have found when changing the account, or just adding a new item, that it is not bringing this in (as the little warning states when you are copying) but this is a real pain as you have to keep checking the Tax rate and amending when it isn't correct for that contact.
    Please can this be fixed as it was not an issue in the previous version of … more

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    26 votes

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    18 comments  ·  Business features  ·  delete…  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Quick spotting there, team. Thanks for staying engaged through this idea. I can confirm that this was a bonus change that has been implemented with the release of other improvements in the Contact field.

    As you've noted, now when you copy an invoice and select the same contact it will auto apply that contact's defaults.

    Our team are working to remove that warning that defaults won't be applied so you should see that go soon.

20. Project Invoice - List Time Entries in Chronological Order

    Listing Time Entries in Chronological Order in Invoicing for Projects.

    As raised in support case CX0012531595 - I use projects to create invoices for clients and show time entries for all tasks - the problem is that the draft invoice seems to put all the entries in random order rather than a date order - there is no way to sort by date so that it reads chronologically for the client. Interestingly you can run a report to list entries by date, so that functionality exists in the platform but it needs to be brought into invoicing. I have seen others raise this issue in the forums.

    Listing Time Entries in Chronological Order in Invoicing for Projects.

    As raised in support case CX0012531595 - I use projects to create invoices for clients and show time entries for all tasks - the problem is that the draft invoice seems to put all the entries in random order rather than a date order - there is no way to sort by date so that it reads chronologically for the client. Interestingly you can run a report to list entries by date, so that functionality exists in the platform but it needs to be brought into invoicing. I… more

    26 votes

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    submitted  ·  15 comments  ·  Business features  ·  delete…  ·  Admin →
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