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).
Shane Fraser
shared this idea
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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Mark Bickers
commented
I agree, this should be a user choice, we always discount by percentage and the new system does generate human error (we have used Xero for 10+ years) It is a poor reflection on our business if these errors don't get picked up on before being client facing. Please can we have a toggle to default to % or amount?
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Raymond Mattyssen
commented
Xero don't give a **** about us ... they change something without giving us a heads up ... maybe they need to send out a vote with the upcoming changes that REAL people can look at it and not a programmer as they can come back with possible faults or problems that come up as they use is day by day
we lose money daily because of this new feature ... we are looking at the option for Sueing them for money lost ...
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Sonya O'Connor
commented
surely you can see that this is causing issues and costing your clients money Xero! Please fix!
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Julie Bourke
commented
we use the % on most of our quotes.
When you are busy it's easy to forget the % button, so discount is in $ which cause big problems. -
Juleen Currie
commented
this is a big issue for us - all the team are used to it being a % so they assume it is and then we end up offering a $ value discount which could mean we make a loss.
I raised the issue that we should be able to have a business default that can be set in admin area
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Kim Death
commented
Does anyone else have the problem that since the update when you copy to a Purchase order from an invoice that it brings through the discount as well. It never used to do this. Frustrating as the discount we give to our clients is not related at all to the Purchase order for our suppliers. This has created more embarrassing errors with our suppliers. Wish Xero would just change it back to how it was before.
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Pyroclassic Fires
commented
Its the same in invoicing. I have my contacts already with the discount applied. I'm talking about those we offer a discount to outside of our regulars. This is a time wasting, frustrating ide when you are in the middle of doing invoicing and then realize you've added a $ value and not the % and have to go back and change. Its very embarrassing having our customers contact us saying we made a mistake.
I suggest you leave it as it was. I'm surely not the only client you have who have this issue. -
Nathan Cox
commented
Already sent several inaccurate quotes out because of this new 'feature'. Its just another tweak that requires a separate human input leading to potential errors. So tired of the constant changes that are making xero harder and harder to use without errors, extra clicks, work-arounds and hacks.
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Sonya O'Connor
commented
So fed up with all the changes to the Quote system this year. Removing the default % has created a huge issue for us with staff not picking up on it and sending inaccurate quotes this has cost us money and time.
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Kim Death
commented
Yeah the new feature had made life very annoying for my business also for exactly the same reason. We been just typing in the discount normally without the % sign for years and now we have to remember to put the % sign in which is very dangerous and has caused quoting errors.
It would be interesting to know how many businesses using would prefer the numeric value as i would have thought most businesses use percentage discount.
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Jim Gibson-Brown
commented
After years of using % as default it seems backwards for this feature to be taken away. It should be reintroduced as an option.