1007 results found
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New invoicing | Overpayments - Account drop down (not up)
Thanks for fixing Over payments in the new system - works great! - 1 adjustment - the account menu pops - UP not Down, and bank accounts are off the top of the screen need a lot of scolling, can you change to normal pop-down please? (like the Date Paid menu)
2 votesThanks for the feedback, Stuart! Great to hear you're already using it. I've passed this back on to the team and will keep you updated if there's any planned change 🙂
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Quote - Create repeating Invoice from quote
Currently, to invoice from a quote = a standard invoice. There needs to be an option to create an repeating invoice also. This is consistent with the request to change a standard invoice into a repeating invoice also.
7 votes -
New invoicing - Display price, quantity and VAT when viewing invoice on web via mobile
Customer/recipient view of invoices on mobile should display price/quantity/VAT.
Majority of our customers review their invoices on mobile browser. We use zero-quantity line items to include extra information/detail in our invoices, but the new format cuts out price/quantity/VAT when viewing an invoice on mobile, so these lines appear blank/empty.
Other invoices, where customers want to review the price and quantity on their invoice, not just the line total, are similarly inaccessible.
Understand that these areas have been removed to keep the mobile invoice condensed, but it now means key information is missing from the invoice, and is resulting in more…
2 votes -
New Invoicing | Send - Only show emails related to contact
I have noticed that when you are preparing to send an invoice via email in Xero that you can now add new addresses in the TO, CC and BCC lines. This is great.
However, I have noticed that ALL contacts are available to add here. It would be safer to only allow the contact email addresses associated with the contact name on the invoice. It is too easy to add the wrong address and potentially send invoice information to the wrong client.
If other people needed to do this, perhaps a tick box could be applied to allow ALL CONTACTS…
2 votes -
Invoice - Add a page break to standard invoices
Invoicing - Ability to insert a page break in long invoices
Some of our invoices have long narrations with multiple lines. At present if one of your line items goes over to a second page you have no ability to define where the page break should be. It would be a great feature to be able to place a page break at any point in the invoice.
24 votes -
Sales Invoice | Delivery address - Update for individual invoice
Delivery Address:
To have the ability to add a delivery address when raising an invoice that can be printed onto the invoice. This would need to permanently save the delivery address to that invoice. When a new invoice to the same customer is raised then have the ability to enter another delivery address if required without effecting the previous invoice delivery address.
94 votes -
Invoicing - copy to bill
Give sales invoices the ability to create self-billing contractor bills - the same as billable expenses but for the the sales side, rather than the purchase side. I produce high vol royalties where the suppliers(producers) do not physically bill, but we need to raise the charges directly in line with the sales received. Massively labour intensive and could be fixed with this function.
62 votesHi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
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Email Templates - Ability to add Emojis to email templates (rather than individual invoices)
Ability to add emojis to email templates.
Currently, you are able to add the emojis when emailing individual invoices, but it is not possible to add the emojis to the email template.
If you try to add an emoji to an email template, Xero will delete it after saving it.
2 votesAppreciate the difference in what you're asking here, Christopher.
No plans to allowing inserting emoji's directly into the email template atm, but we'll track this here and let you know if there's any plans made.
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Invoicing - Payment link takes customer to Organization Name & Address that can differ from the Branding Theme
Recent changes have gutted our ability to operate under two distinct business names (Branding) under the same Xero account. Our Xero organization name and address is now included by default (and without the option to hide it) on Invoice emails and on Payment acceptance links. This was previously not the case.
This completely breaks branding for us, and I'm not quite sure why this change was made. What is the point of having branding at all of we can't control what organization details are provided to the customer? Support suggested I open another Xero account. That's not an option -…
2 votes -
Invoice API add created timestamp
Invoices have a Date field with the temporal resolution of YYYY-MM-DD (despite there being numeric values to support time as well).
This field shows the date that the invoice is created. It would be wonderful if the invoices had a time field, with the timestamp that the invoice was created.
Fundamentally, this is extremely similar to UpdatedDateUTC.1 voteHi Oliver, we have a separate community for API requests that you can share your idea on, where there are experts with the ability to keep you update on any progress for this feature.
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New invoicing - Warning when 'Invoice was unable to be sent'
Recently half of the emails I thought I had sent were 'unable to be sent'. I had no idea until I became worried why my usually reliable clients had not paid me on time. After looking I saw this message on the 'History' trail.
My suggestion is that where an error occurs like this there is a significant error message signal e.g. a box comes up or things are highlighted in red and bold.
Cashflow is the lifeblood of any business and if the system is unable to send an invoice this could have serious ramifications for Xero clients.
I…
2 votes -
Sales invoice - Lock attention to details on individual invoice
We often need to create invoices to the same customer with different attention to contacts. Since this field reads in from the customer card, when an old invoice is reprinted it picks up the current details from the customer card, which is inconvenient as we need to research who it was originally sent to and amend the invoice.
It would save us time, if once an invoice is posted, this field is locked in and does not change.
Thank you.
3 votes -
Invoicing - Import discount as an amount when importing invoices
When importing bulk invoices, have the ability to upload discounts as a dollar amount and not as a %.
11 votes -
New invoicing | Contact - Wrap full contact name(rather than truncate)
OLD vs NEW XERO INVOICING
Customer Name search - this is when adding customer name on customer/contact field when creating a new invoice
In the old version, the dropdown displays the full hospital name along with the contact email address. However, the new version only shows a truncated name (around 26-30 characters) without the email address. It would be better to retain the old version feature for this especially when there are multiple contacts but different departments, as it was easier to find out whether correct department was chosen and not to make additional right click just to be sure…
1 vote -
Repeating Invoice - bulk update of amounts
We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!
245 votesThanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
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Invoicing / Quotes - Omnipresent 'Save' button
Please make the “Save Button” omnipresent, so it hovers/tracks the page and wherever the user is working, while building Quotes & Invoices...
I keep having to scroll up to the very top of the page, in order to hit “Save” - and found when moving too fast, i can accidentally skip back, losing changes, and then having to start again.
1 vote -
Sales invoice - create credit note without applying
To create a credit note from an invoice without applying it to the invoice.
Currently the only option is ‘create and apply credit’.
We refund first then generate the credit note. So we need to allocate the invoice to the customer receipt, then allocate the repayment to the credit note.6 votesHi team, as mentioned in my last update. In the way credit notes work in Xero today, generally this is a time saving mechanism, so you don't have to take extra steps to apply the credit to the invoice.
However we understand from the feedback here why this doesn't match your workflow. We are continuing to track the interest from community through this idea but don't have any plans for this at present.
Currently, from the Awaiting Payments list, if you don't need to open the invoice, you could use the 'New Credit Note' option.
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Credit Note - Allocate to different contact
It would be great if in Xero Blue you could see from the contact profile that they have a credit instead of money owed $0.00.
It would also be helpful if when creating and invoice or before sending the invoice if a pop up appeared advising the client has credit and asking if you would like to use it.
Also having the ability to transfer credit between groups/entities would be helpful. At the moment if someone has a credit note against one entity we need to reverse the credit note and reprocess it under the entity you want to credit.
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9 votesThanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.
With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice.
While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch.
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Customer Statements - Ageing (30, 60, 90days)
It would be great if we could add ageing on client/customer statements. (Current, 30, 60, 90 days) Many clients have requested that the ageing be displayed on their statements. Current, overdue and total isn't detailed enough..
432 votesHi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
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Repeating invoice - Placeholders for the reference field
Instead of the currently available [Week] option in the repeating invoice reference field, which only shows the week number of the year, for example '34', instead allow the option for custom text that includes the date. For example to enable the customer to understand that the invoice being sent is for work that was undertaken during week ending 18/08/2024, which you want to display as WE20240818, you could allow something like this in the reference field: 'WE[yyyymmdd]'. This mitigates the issue of customers having to work out the date that e.g. week '34' applies to when reconciling invoices in Xero…
2 votes
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