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New Invoicing: Choose default calculation type for the discount column

The new feature sets the discount column to numeric value by standard. My business uses % and it's incredibly tedious having to type % each time. We can do 10-20 quotes a day with an average of 30 products per quote. So a feature that would allow us to click a button to default to percentage, so when you type a number the % appears (like in old Xero).

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Shane Fraser shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.

With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.

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  • Annie Thorne commented  ·   ·  Report

    OMG, this request was nearly two years ago and still not implemented .... Xero, what on earth are you thinking??

  • Alex Thorp commented  ·   ·  Report

    Totally agree with this, it is infuriating and we lead to many errors on our side. Very clear that engineers haven't got real world experience.

  • Alan Grant commented  ·   ·  Report

    I really find this infuriating as I have worked in many different companies over the last 30 years and have never known monetary amount to be used more than a percentage in the way of giving customers discount.

    Xero needs to change this as it’s too easy for errors.

  • Dominic Saunders commented  ·   ·  Report

    This new £\$ default discount setting is causing a lot of errors and re-work. PLEASE can you either revert it to the previous discount type (i.e. %) or have a global default setting.

  • Andrew Williams commented  ·   ·  Report

    Further to this, if Xero adds a feature, then that should be the option, and the existing percentage should remain the default.

    IMMENSELY FRUSTRATING

  • Linford Stephens commented  ·   ·  Report

    Excellent suggestion. If Xero could implement this it will save a lot of time. Thanks.

  • James Daly commented  ·   ·  Report

    Who was the genius who came up with defaulting the discount column to a numeric value over a percentage? Change it back!

  • Trish Walter commented  ·   ·  Report

    It is an urgent request that the discount column can be set to default to a percentage as with previous invoicing. Not sure who thought it was a good idea to have to enter the % sign, they obviously dont raise invoices or do a lot of typing.
    It also makes it very easy to allocate an incorrect discount. eg: $10 instead of 10% if you arent thinking or have a lot on your plate.
    Please make this an URGENT priority to fix - a bad oversight.

  • Sam Mence commented  ·   ·  Report

    Nope, they still haven't done anything about it. They send us here so we can complain and they don't have to listen, then they force their rollout anyway. Did everyone get the "ending classic invoicing" email? yep. If anyone from xero actually reads this, maybe reply to the thread and give us all hope we're not just shouting into the void.

  • Chris Mcintosh commented  ·   ·  Report

    have they done this yet i have just spent all night doing invoicing and forgot to add % on discount so dumb

  • Kelly Michael commented  ·   ·  Report

    I can't see why it is so hard to have a default option of having either the % or dollar value. We only ever discount in percentage & having to remember this on every invoice & on ever line is ridiculous. Xero please fix this!!

  • Caroline Mackenzie commented  ·   ·  Report

    We would like to see the new invoicing have the option to make % discount the default discount setting rather than a number. While still being able to use the numerical discount if required.

  • Owain Southwell commented  ·   ·  Report

    As with every other comment on here - majority of businesses quote discounts as a percentage not a value. We have already invoiced heaps of customers at the wrong rate because reps forget to add the % sign. Needs to be fixed quickly!

  • Owen Shaw commented  ·   ·  Report

    100% need to be able to set discount setting to % as a a default for your organisation. Who is Xero engaging when making these so called improvements. Invoicing is so time consuming now.

  • Mark Catchpole commented  ·   ·  Report

    With reference to the NEW invoice from September, the discount column you now have to add the percentage symbol each time.Is there a way that this will happen automatically.
    The old version you just put a figure in the column and that will deduct the percentage discount, now you have to add the percentage symbol as well which is inconvenient.

  • Scott Webb commented  ·   ·  Report

    Clients of my accounting practice are asking for the % in discount on new invoicing (they will continue to use old invoicing as it has this feature)
    Is this being looked into as a product development.

  • Pyroclassic Fires commented  ·   ·  Report

    This was a feature in the old invoicing and now takes a long time to do as extra key strokes and remembering it has changed.
    ve already had invoices done with a $ rather than % which if I had not caught, would have cost us money.
    Ive put all invoicing on to approve which now causes me to have to do an extra task on top of a busy schedule.

    Come on XERO, how about some UI testing before you roll stuff out

  • Pyroclassic Fires commented  ·   ·  Report

    Be able to enter the discount without having to type the % on everyline.
    Old invoicing did this and it now takes longer to do this for each invoice we do.

  • Russ Smith commented  ·   ·  Report

    Pointless "voting" on things after they have changed them without consulting _customers_.

    So users all need to waste time now trying to find idea to vote on that almost certainly get ignored as Xero plow along doing what they want for some continuous improvement BS.

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