1099 results found
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Invoicing - Option to copy different parts of invoice when select option to send to self
Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.3 votesI'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.
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Quotes - Add optional items
IT would be really good to have the capability to add 'optional' items to a single quotation -
- example #1: supplying in quantities of 10, 25 and 50,
- example #2: there are five items in the 'basic quote' but the customer may choose to add items 6,7 and/or 8 but these aren't a fundamental requirement to include.
If there is a quotation tool, then being able to offer customer flexibility is important as issuing multiple quotes can appear unprofessional
8 votes -
Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
29 votesHi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
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New invoicing - Print packing slip in one click
We print packing slips for every invoice we print, since the changes xero has made it has added another step in out process, we are all about streamlining our processes. We would like to revert back to the old way as this is adding time and is also adding more unnecessary files to our computer system. please help us to streamline this process again as the current system doesn`t work for us
16 votes -
Invoicing | Payment - Show invoice details by default
Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.
Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.
As it stands I have people who think I'm invoicing…
4 votes -
Jobber integration to sync data from Xero
There is currently a way one sync from Jobber to Xero. It would be great if a sync from Xero to Jobber can be implemented to records payments in Jobber as soon as a transaction is reconciled in Xero. Similar to what is being one with Thryv and other integrations. This will save me about 1 hour of effort everyday and about 5 hours monthly when the bulk payments come in. I have tried to implement this myself however Jobber API support states they will only allow this if a partner works with them like Quickbooks and Stripe.
1 voteHi Jaco, I want to be open that we don't typically design and build integrations with other apps ourselves. We have a Xero Developer ecosystem where interested parties can come to get information on how to integrate and sync data from Xero with their application. If not already, I'd suggest letting Jobber support team know this is something you'd like to see and if they'd consider expanding their integration for.
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Invoices - Filter and Download Specific Invoices in Customer Statement
I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.
For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.
It would be incredibly helpful if the SOA report could include a filtering option where users can select…
4 votes -
New invoicing - Ability to type in the tracking category field
I would like to see the ability to type the tracking category into the field in the new invoicing, be available again rather than a drop down menu that its not user friendly or time saving. The drop down often jumps to the incorrect tracking category, even after the correct one is selected.
2 votes -
New invoicing - Inbuilt calculator when posting payment
New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the…
3 votes -
New Invoicing - Make it work with Projects
The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?
6 votesHi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
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Inventory - Check items on Quotes and Orders from Products and Services screen
When checking information on the inventory screen it would be extremely helpful if you could click on the 'In committed quotes' or 'Quantity on order' to see the customer or supplier to which they are assigned. Sometimes I need to chase a supplier for parts but have to waste time trawling through the purchase orders to track down who they have been order from. Likewise it would save time to be able to go straight to the customer quoted once an item has been received.
24 votes -
New Invoicing | Copy to - Purchase order
When a selecting the new invoicing platform, you lose certain functions.
The first function that has been lost is the ability to copy invoice data to a purchase order - this feature needs to added to the new platform as some business use this to purchase items that have been sold from a supplier and makes sure there are no errors.
The second function is when invoicing from Project the time entered for that project is no longer being allocated to an invoice and showing in the project as not invoiced, this will cause doubling up on billing.171 votesHi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
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New invoicing - Option to turn off 'mark as sent' pop-up
Stop "Mark as sent" pop-up for every invoice. When making multiple new invoices, this pop-up occurs for each invoice made, no matter if reminders are turned off. This is new, started April 2024, and XERO support states there is no way to turn this off.
12 votes -
Invoice list view - Ability to tally by checkbox with search applied
Please add option to show invoice values excl/incl tax in invoice list views
Bulk invoice features. We would like to see more functionality added to the bulk editing in the sales overview/invoices:
- Bulk editing of Due dates
- Bulk editing of Expected date
A more consistent 'Tally by checkbox' - this works really well in the invoices lists where a sum of all checked invoice values are shown but this feature is missing in invoice searches.3 votesHi Jonas, it's best if we have each idea as a separate thread in the forums here so other members know exactly what they're adding their vote for and our product teams can gauge the interest in a specific feature.
I see you've already found and voted for this idea on bulk editing expected date. I've also just added your vote to this idea on bulk date change, and I'll slightly amend the title of your idea here for the 'Tally by checkbox' when you have a search applied.
While the current amount due shown on the list view will show as tax inclusive, if you'd like to view inclusive v exclusive you could run the Receivable Invoice Summary report where you have the option to add Gross, Net and Tax columns. Alternatively if there's a specific reason you'd like to view this from the list of invoices…
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Repeating Invoice - Update template if contact email address is changed
Repeating Invoice - Update repeating invoice if contact email address is changed
Cant add vote to original post since status changed to "Not Planned" so escalated!13 votes -
Accept Lightning Payments
Xero can currently accept online payments however most methods have quite large fees and can result in chargebacks. BTC lightning payments have lower fees (almost nothing) and no chargeback risk. The ability to offer customers this would be great.
There are a few SDK's to implement end-to-end lightning payments that are apparently pretty good such as this one:
https://breez.technology/sdk/1 vote -
New Invoicing - Selecting Print to trigger autosave
Packing Slips need to print what is on screen. Xero how about you create a rule to check what is in the Packing Slip fields and make sure what is going to print also matches. Don't expect the users to have to check what they are printing actually comes out of the printer correctly.
This is the response I got from my Trouble Ticket on this issue today, which suggests the users "wait a few moments to allow the auto save to complete."
New invoicing is very frustrating, why should we have to wait for something that works perfectly well…2 votes -
New Invoicing - View Exchange Rate Used
It’s not possible to view the original invoice exchange rate in New Invoicing. New invoicing only shows the current exchange rate. I have to revert to classic invoicing to see what rate was used when posting the invoice.
5 votes -
Online invoices - Consistency with XPM invoice formats
xero online invoices show rate & quantity even when posted from XPM which do not show rate or quantity
automatic invoice reminders from xero online are sent with rate & quantity even though invoice settings in xero exclude rate & quantity
xero online invoices should be aligned with XPM in all formats - pdf version & online2 votes -
New invoicing - Ability to set a default BCC email
Is there a way to edit the email template when invoicing to add a standard email address in the BCC field? by doing this Trustpilot gets the email details to send out reviews?? i cant find an option for this feature
obviously you would put your unique Trustpilot email address into the the BCC template field
2 votesHi Andrew, there's no way to set a default BCC email when sending from Xero atm. It may be something we look at in the future. For now, we'll begin to get a sense of the interest for this here. Thanks
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