1099 results found
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New invoicing - copy to keep original invoice date
For setting dates on new invoicing:
- when using the "copy to draft invoice" function, keep original date from copied invoice and not default to current date.
- be able to type date using all numbers and not having to type month name (slows me down)9 votesHi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
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New invoicing - Simplify process for allocating Credit
When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.
4 votes -
Add the new functionality to add an overdue amount to an invoice
I'd like to recommend add the new functionality in Xero to add an overdue amount to an invoice.
Thank you
2 votesHi Anna, when you say overdue amount would this be when sending an invoice to a customer and only showing the amount left to pay? If so, this is already possible with the email the customer receives and you can adjust the body of the invoice email to include the Amount due placeholder.
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New Invoicing - Allow fields to be populated in any order
New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order just classic invoicing
39 votesIt’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
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Applications and invoices for construction company
Have the ability to post a application before the invoice is received.
2 votesHi Danielle, when you say you'd like to post an application. Could quotes potentially be a fit for this purpose here? Otherwise could you share a bit more detail on what would be needed to record the application in Xero.
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Invoices/Quotes - Customise link to view online, rather than showing the full URL
It would be great if you could customise what text is displayed with placeholders on the client end, for example, for the [online quote/invoice link] options, I'd rather they could be displayed simply the other end, instead of the long web link which looks a bit spammy...ie 'please access your quote here' - and it's 'here' that links - as a normal hyperlink would
4 votes -
Xero integrate with Housecall Pro online software
Clients using online software "Housecall Pro" are forced to stay with QBO due to its native integration with the software. Xero can adapt using Zapier, but who really wants to do that!
1 voteHi Marci, though we appreciate you sharing on Product Ideas I want to be open that we don't generally develop integrations with other applications ourselves. We have a great Developer Ecosystem Centre where interested parties can come to learn how to build an integration with Xero, and I'd recommend sharing with Housecall Pro to see if they would look to develop.
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New invoicing - option to 'approve and close'
There are new options now under 'Approve' on the new Sales Invoice. The majority of my invoices are created post-purchase, so I create the invoice, approve the invoice, then usually need to go back to the Invoices overview. I want to see added 'Approve and return' or 'Approve and close'. Currently it takes me three clicks to get back to the invoices, because I need to click on Approve, then 'Invoices' from the breadcrumb, then to 'All' since it defaults back to Awaiting Payment. (Why doesn't clicking 'Invoices' from the breadcrumb take you back to the All tab?? Surely that…
5 votesHi Trudi, while the Business menu option I mentioned in my last update remains the best flow for what you're after here currently.
I thought it may be useful to share that we've recently released some keyboard shortcuts for common actions in new invoicing that may help improve your efficiency when invoicing. Our product team have added small prompts to highlight these in the product while our customers familiarise, and if you’d like to view the full list of options you can see them all on Xero Central.
We'll continue to track the interest in an approve & close option here, and share if there are any changes planned that may impact this.
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Invoicing - Sending Invoices by SMS
ADD SMS OPTION TO SEND INVOICE VIA SMS. LOT OF PEOPLE SEND VIA IPHONE OR IPAD ECT
57 votesHi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
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New Invoicing - Files - 'View' and 'Delete' UI
There is a significant design flaw in the new Files UI:
1. The delete button will remove an attachment on a single click, rather than prompting a confirmation.
2. The 'View' file button is directly next to the delete button increasing the chance of accidentally clicking delete instead. Given the point above there's no way of recovering the attachment as clicking it will instantly remove that file.In the old invoicing you could simply click the file name to view rather than clicking a 'View' button. The delete button was under a cog and initiated a second click to confirm…
6 votes -
New invoicing - Ability to cancel out of draft sales invoice
Cancel a Draft Invoice from Invoice Screen (rather than delete which loses the invoice number). Another user made this same suggestion and the Xero response was to hit the delete button and they then closed down the comments/voting option. However, her point was that if you cancel out of the invoice then the invoice number you cancelled out of is still usable, whereas hitting delete means the invoice number is no longer usable. Why has the cancel button been completely removed and only the delete function is now there.
9 votesAppreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
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add reference field into the subject of a receipt email
I would like to be able to add our reference field to the receipt subject & possible the body email so the customer can tell what the receipt is for at a glace.
3 votes -
New invoicing - Increase size of item code display
The item code on the New invoicing shows much smaller that it was on the Classic Invoicing. Example attached shows how much harder it is to read. Can this be enlarged?
6 votes -
New Invoicing - Move the "add last items" option
Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.
4 votes -
Quotes - Bulk send
Make the functionality of quotes similar to invoices, e.g. import quotes, bulk approve quotes, bulk send quotes. I recently had to send out 417 quotes for the same thing and they had to all be done individually which was extremely time consuming. If they had been invoices, I could've imported them on a spreadsheet, approved them all at once and sent them all at once. Instead each one had to be done individually.
5 votesAppreciate your liking to invoices in Xero, Angela. Each functionality would need to be considered in isolation so I've changed the title of your idea here for bulk sending.
We don't have any direct plans for this right now, but we'll begin to get a sense of the interest and keep you updated of any change, here.
You'll find an existing idea for import/export of quotes that you may like to join as well. If there's any other feature like this that you'd like to see welcome to start another idea. 🙂
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Sales Invoice - Import with attachments
Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.
18 votesAppreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.
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Invoice Payments - Create ABA direct debit files
Functionality to export ABA files for invoices owing, i.e. direct debits
43 votes -
New invoicing - sending invoice reminder in a closed period
New Invoicing - currently wont allow me to send an invoice (as a reminder for payment) if it is in a locked period. Which i don't understand as it is not affecting the accounts in any way.
It is very time consuming having to download and then email from google, rather than straight from Xero as before.5 votes -
Quotes - Create repeating quotes
I note there are repeating (aka recurring) invoices and bills.
I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI16 votes -
Stripe - Import Invoices to Xero created in Stripe
Invoices which have been created directly in Stripe are integrated with Xero so that the invoices import into Xero and then when payments are received, if payment is received via Stripe, this marks the invoice as paid to the bank account in Xero (which will then allow for reconciliation with the payment from Stripe) or if paid by a bank deposit these can be reconciled in Xero and will mark as paid in Stripe also.
7 votes
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