1115 results found
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Quotes - Resize summary window
We are a professional services company and use the quote feature to outline our objectives, scope of work and deliverables for a potential new project. As such, we use the summary window to enter all this information.
It would be very useful for us to be able to resize the summary window to view a larger portion of the text. Some of our descriptions can run to several paragraphs and as such, the ability to review more text would be incredibly useful.
I hope this can be implemented with some simple coding.
Thank you.
6 votes -
Invoice and Bills - Include mandatory Reference Number Field
Currently you can add a bill / invoice without adding a invoice number or just typing a word or anything - example our debtors lady invoiced (Receivable invoice) a client and overwrited the invoice number (reference) to "Diesel R/Bay" so the invoice had no invoice number
4 votes -
Repeating Invoice - Automatic Application of Credits
Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.
Purpose: Saves time in manually creating an invoice to apply for the credits
66 votes -
Quotes - Packing slip template
When invoicing, there is a drop down arrow/menu next to the "Print PDF" button, where you can select 'Invoice' or 'Packing Slip'.
We need this feature to be available in the quote for printing a picking slip / delivery docket.
Is it possible to add this functionality?
26 votesThanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
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Projects - Assign one Invoice for multiple projects
PROJECTS if a client has multiple projects, can there be an option that you can bill all or some of these against one invoice.
38 votes -
Sales Invoice | List view - Filter by Contact Group
Ability to filter draft invoices by Contact Groups.
We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen16 votes -
Repeating invoices - Create packing slip from template
There is currently no option to print a packing slip from repeating invoices options.
We need to be able to print a packing slip at the start of a hire before any invoice has been raised.9 votes -
Sales invoice - Link associated bill
We only want to pay the supplier/freelancer once our customer has paid for the service.
Some form of link between a purchase invoice and the associated sales invoice to flag that the supplier can now be paid as the corresponding sales invoice was settled.
Trigger something in the Due Date or even set up a payment so that it is easier to make sure we only pay once we have been paid5 votesHi Neil, just rounding back on your idea here again. We have a separate request for the ability to be notified when an invoice has been paid. Being good to track each part of the idea separately I'll slightly adjust the title of your idea for the first portion and you're welcome to join this other one for any updates around notification of paid invoices. 🙂
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Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)
Ability to have a format option for sales invoices.
Purpose: To make sales invoices appear more professional.
85 votesHi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
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Invoicing - Make multiple payments without exiting invoice
Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.
66 votesHi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.
While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks
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Sales Invoice - Default sales account when entering invoices
When entering invoices and the account is always "sales" (for example), I would like the option to set up invoices to automatically use the "sales" account? It is currently only an option by setting up item codes and/or setting up through contacts. I would like to see it automatically assign the account at the time of entering the invoice, instead of having to type in an item code. It will save so much more time and avoid errors by users selecting an incorrect account from the chart of accounts.
12 votes -
Invoicing - Import invoices that include negative lines
Import data in at same Invoice number in multiple line but there is some negative amount need to included like deposit and charges etc
3 votes -
Xero Accounting app - Ability to add & edit repeating invoices
In the app, it would be a huge timesaver if you could create repeating invoices. I spend most of my time in the android app and this is the one thing it's missing 🙂
8 votes -
Sales Overview - View Outstanding invoice amount not Total invoice amount
Prior to the last update the upstanding invoices on the sales dashboard used to show amount outstanding. After the update it shows the total of the invoice. This is misleading as it is not showing the actual posts sing amounts.
I run a layby system in my shop and this new update although small is actually inconvenient as I now have to click into each invoice (many of my customers have various laybys ar one time) to see the actual outstanding amount vs total of the invoice.
Don’t suppose you could change it back??6 votesThanks for your idea, Lanie. Appreciate hearing how this would help you and the need in seeing the total.
We'll keep an eye on the interest from community in this. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Invoicing - Don't show Pay Now on invoices for Direct Debit customers
'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to. Xero say this is because xero can't differentiate customers who already have a DD in place, but they can - there is a flag and this is visible in settings and therefore must be available to developers.
3 votes -
Quotes - Don't highlight all text when selecting a field
There is a weird issue when entering in text in the 'Descripton' box in a Quote.
Once the text is entered if you then leave the description box and then click back into it, all the text in that field is highlighted.
This is a little problem when you want to delete one character as it deletes the whole text.
If you Control V the text back....it hasn't copied the text to put it back in.
So, you lose all the text entered.I understand you can click a few times to stop it highlighting the whole text.
But, it…
5 votes -
Quotes - Add CIS
Be able to use CIS nominal codes on quotes so CIS is displayed
49 votesHi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work. -
Invoicing - Print voided invoices
I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
I want to be able to print them as PDFs and the documents to be marked as voided.11 votes -
Sales Invoices - Add freight charge field
Ability to add freight charge fields in the sales invoice.
Purpose: To easily show the freight cost to the customer rather than having to edit the line items.
66 votes -
Sales invoice - Discounts off total value
I need 'Invoice Value Discounting' where we provide a discount on nett price and a different percentage is applied dependant on the net amount. For example 5% applied on invoice of 250, 7.5% over 500, 10% over 750, etc. You would set these up in a table and you can decide which clients have IVDs
8 votes
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