1035 results found
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Online Invoice - Turn off CSV option
Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.
4 votes -
Supplier Credit Notes - Search feature when applying credits
Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.
3 votes -
Quotes - Option for feedback when rejecting
The idea is to develop a function for our clients to retrieve instant feedback from prospective customers on the rejection of a quotation they have received.
This can be in the form of an automated dialogue box where the prospective customer can give reasons/comments as to why they have rejected the quote i.e too expensive, found a better deal, specifications - lack of or incorrect etc.
This will save the customer time to know instantly what the problem is so when do give the prospective customer a call, they have a prepared response and enquire further as to how they…
4 votes -
Quotes - Add delivery address to quote
Thank you for adding the ability to show both invoicing and delivery addresses on an invoice.
Please may you add the same functionality to the quotes? And as a follow on, if this option is selected at the quote stage, continue this onto the invoice as well when it is created.
Thanks.
18 votes -
Invoice - PDF template editable for last column too
It’d be awesome if the last column “total price AUD” was an editable field in the invoice template PDF so I can edit and print an invoice when doing home visits without wifi
1 voteHi Shae-lyn, when you say you'd like the total column to be editable - Can you share what you would want to edit this too? If you're using an advanced branding theme you may be able to make the changes you're seeking.
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New invoicing - View total Net GST position
- New invoice screen – in needing to see the NET Total GST position, this appears to be no longer available. How can calculating it manually be avoided now?
3 votes -
Invoices - Identify invoices not assigned to a Project
When using Xero Projects, we can assigned Bills and Sales Invoices to a Project.
However, it is possible to create a Sales Invoice and easily overlook assigning it to a Project.
There is no way to identify Sales Invoices which have not been assigned to a Project. (A recent update provided a feature to do this for Bills but not Sales invoices)
82 votes -
New Invoicing - Keep Invoice Options to copy invoice and retain all the data
We create multiple invoices with deferred income. Currently I can approve the sales invoice then under "Invoice Options" copy to a new invoice and all the data is pulled over. I can then adjust the nominal ledger to the balance sheet and approve that, then again from the "Invoice Options" I can add a credit note to the P&L. I can then copy again to create a new sales invoice for the date when the income is due to the P&L and create that and once again add a credit note to credit the balance sheet. I realise this might…
2 votesThanks for sharing your feedback and the detail on how you use invoicing here. Just to make sure I understand fully and can share back with the team - when you say you want to retain all the data. It is currently possible to copy an invoice to a new draft invoice for the same contact, however is it that you are wanting the contacts defaults to be applied to the new invoice?
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Sales invoice - Don't auto update email of contact
Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do…
11 votesThanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
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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.12 votesHi community, thanks for your input for the idea here. While we're in the process of releasing an update for applying payments to an invoice we want to be upfront here that this does not involve being able to attach a file when making a payment, from the invoice.
Once a payment is applied, you can click within the banner to 'View invoice' then on the payment link within the invoice where you can attach a file directly within the payment transaction.
We will continue to keep a track and share if there are any plans made around this idea, here.
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Invoice - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.6 votes -
Customer Statements - Totals for each column
It would be useful to look at an activity statement to see how much a certain contact has been invoiced regardless of whether they have paid or not. At present, I can only see outstanding balances.
4 votes -
Invoices - Checklist templates to print and attach
allowing users to create proffessional comprehensive mechanial & electrical checklists, printable files attachable to jbs cards
job card creations with details on faults
parts sheets for parts used & ordered1 vote -
Nab BookKeeper Intergrations
Intergrating with Nab Bookkeeper
1 voteHi Zachary, appreciate you sharing your feedback on how you'd find Xero even more powerful for your business.
Being upfront we don't typically develop integrations ourselves. However we have a Developer Centre where interested parties can get information if they'd like to develop an integration with Xero.
I'd recommend connecting with Nab bookKeeper to see if this is something they'd be interested in building and you're welcome to share the link above.
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New invoicing | Email template - show as tax inclusive
EMAIL DESCRIPTION OF INVOICE-SHOW GST INCLUSIVE PRICE-When selected "Include action to online and detail summary" for the email template, the email that is sent shows a description of the attachment (invoice) in the body of the email, but it has each item GST EXEMPT then the GST is listed at very bottom. It iss very confusing for some customers.
1 vote -
New invoicing | Send - Rich text editor format
Please change the editor in the email copy, when sending an email & creating an email template, to a rich text editor. It would be useful to be able to bold/highlight particular lines especially when invoices are late & reminders are being sent
23 votesHi team, I know it's been some time since we last updated this idea and want you to know that we're still keeping a close watch on the support for formatting in invoices here
As shared in my last update, currently you can add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
You can see my attachment below that shows an example of how these can be added and the side by side email preview that'll reflect how this is shown in your email.
Right now, this isn't something we have plans for changing but will be sure to share an update if there's any progress. Thanks
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New Invoicing - Option to turn off the "Add contact's last items"
- Because I will NEVER use this button, so it's just another box I have to TAB through (seriously worried about getting OOS with all the tabbing I have to do now...)
4 votes -
Invoices - Bulk upload payments on invoices
we should be able to do a csv bulk upload for receiving payments on invoices. the filed highlighted in yellow should be in a csv file, other fields such as invoice number or ref can be added. we do bulk upload and the invoice automatically updates with the payments.
32 votes -
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
73 votes -
Invoicing - Ability to bulk update product details within draft invoices
For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices
10 votes
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