Invoices & quotes

1126 results found

1. Invoices | Inventory - Add units of measure (UOM) & weight to line items

   Ability to add units of measure (UOM) and weight to line items.

   Purpose: Customers can have clearer information. Because some of the items that Xero users’ sell are having these.

   •  

   •  

   •  

   174 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   96 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
   We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
   If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.

2. 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.

   •  

   67 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   23 comments  ·  Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. 

3. Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice

   To make the credit card fee or online payment fee visible in the invoice.

   Purpose: Vendor/customer will be able to see how much exactly they’re being charged.

   36 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   17 comments  ·  Payment services  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.

   Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.

   • You can also use an advanced invoice template to show this on the invoice to your customer.

   Outside this service, while not automated there are ways to represent and pass on fees to your customers;

   • Add detail to your invoice payment terms so this is clear to your customer
   • If there is a default fee that'd be charged you might like to set this up as an untracked item in Xero, that you can easily select and add as a line to your invoice, or
   • Edit the invoice to add the charge as a new line once the payment method has been confirmed with your customer

   We know this doesn't automate and solve the idea if you're using another payment service at present, and to be upfront this isn't something we have development plans for right now, but we'll continue to keep eyes on the support here and communicate any advancements for this in the future.

   Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.

   Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.

   • You can also use an advanced invoice template to show this on the invoice to your customer.

   Outside this service, while not automated there are ways to represent and pass on fees to your customers;

   • Add detail to your invoice payment terms so this is clear to your customer
   • If there is a default fee that'd be charged you might like to set this up… more

4. Bank rule for direct allocation to a contact as an overpayment

   We require all payments received to be allocated directly to a specific customer if certain criteria is met from an exciting bank rule. Currently the bank rules can't be posted directly to a contact. Therefore the option must be added to setup a bank rule to post to the GL or a contact as an overpayment.

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Payment services  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

5. File Library: File not attaching when creating invoice

   This workflow is broken and needs fixing.

   When creating a new invoice from the File Library, the selected file does not carry through because a contact hasn’t been assigned yet. As a result, even though the invoice is created from the file, I still have to go back to the File Library, locate the same file again, and manually attach it.

   That defeats the entire purpose of starting the invoice from the file in the first place and adds unnecessary, repetitive steps.

   The fix is straightforward:
   Allow contact selection within the File Library before creating the invoice. A dropdown list with recently used contacts (most recent at the top) would make this fast and practical.

   The expected behaviour is simple. If I start an invoice from a file, both the file and the selected contact should carry through to the invoice automatically.

   This workflow is broken and needs fixing.

   When creating a new invoice from the File Library, the selected file does not carry through because a contact hasn’t been assigned yet. As a result, even though the invoice is created from the file, I still have to go back to the File Library, locate the same file again, and manually attach it.

   That defeats the entire purpose of starting the invoice from the file in the first place and adds unnecessary, repetitive steps.

   The fix is straightforward:
   Allow contact selection within the File Library before creating the invoice. A dropdown list… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

6. File Library: File not attaching when creating invoice

   This workflow is broken and needs fixing.

   When creating a new invoice from the File Library, the selected file does not carry through because a contact hasn’t been assigned yet. As a result, even though the invoice is created from the file, I still have to go back to the File Library, locate the same file again, and manually attach it.

   That defeats the entire purpose of starting the invoice from the file in the first place and adds unnecessary, repetitive steps.

   The fix is straightforward:
   Allow contact selection within the File Library before creating the invoice. A dropdown list with recently used contacts (most recent at the top) would make this fast and practical.

   The expected behaviour is simple. If I start an invoice from a file, both the file and the selected contact should carry through to the invoice automatically.

   This workflow is broken and needs fixing.

   When creating a new invoice from the File Library, the selected file does not carry through because a contact hasn’t been assigned yet. As a result, even though the invoice is created from the file, I still have to go back to the File Library, locate the same file again, and manually attach it.

   That defeats the entire purpose of starting the invoice from the file in the first place and adds unnecessary, repetitive steps.

   The fix is straightforward:
   Allow contact selection within the File Library before creating the invoice. A dropdown list… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂