1007 results found
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New Invoice - be able to select Overhead/Expense Account from Chart of Accounts
In the Classic Invoice you can select an overhead or expense as the account to raise an invoice against. This is useful where you are incurring costs that will be charged out at a later date. In the new Invoice version you cannot do that.
1 voteSorry Natalie, not sure what's going on for you there as you should be able to select from any of your accounts in new invoicing. I've just tried testing this in the demo company and see all accounts available for selection. If you're still having trouble with this please do raise a case with our specialists through Xero Central and they can take a deeper look into this 1-on-1 with you.
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New invoicing - Ability to archive
Archive invoices that are not paid on time, to avoid depleting stock levels and to still keep a record of what was sent.
1 voteThanks for confirming, Karla. We'll start to feel out the interest of this here. It's not in our direct plans atm, but if there's any plans made we'll be sure to let you know, here.
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Customer Statement - Show links to credit notes
Please can the hyperlinks to Credit Notes appear on the statements of customer accounts? We have so many queries to send credit notes after statements are sent out because there is no hyperlink to it on the statement, time consuming and unnecessary.
5 votes -
Bill - Copy a paid bill to a Credit Note
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…
114 votesThanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
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New Invoicing - Change pop up location for message "default contacts have been applied"
Please change the location of the pop up message "default contacts have been applied". When creating a new invoice, the pop up message appears in the bottom left, but I'm trying to look at my contact info and enter data. The pop up box lingers too long and covers the information I need to enter, interfering with the data entry! This is frustrating every time when creating multiple invoices and I have to "x" the pop up message away each time, which then causes extra steps and takes longer. Data entry is all about efficiency and less steps/clicks..you have created…
1 vote -
Shopify - Multicurrency support
Xero and Shopify integration - Currency should not be an issue to connect both apps, foreign currency should be taking into consideration. A company can be having sales in different currency to different country. Xero and shopify please look into this issue to ensure the integration doesnt limit by the based currency for both apps.
6 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While we don't have any plans for extending our Shopify integration for this atm, we're watching the votes and support for this through the idea here and will share if there are any plans made.
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Branding - Option to Archive invoice branding themes
Branding Themes (in Invoice Settings) that are templates for Invoices, Statements, Purchase Orders, Quotes, Remittances, you name it, can only currently be 'deleted' when no longer required (ie, if a staff member resigns). BUT, individual staff themes have generally been attached to a transaction and once that 'theme' is deleted, you lose the history/audit capability. Being able to ARCHIVE instead will maintain the integrity of all the 'theme' template data it was use for.
7 votes -
Repeating Invoices - Don't reset Qty to 1 when editing inventory items
Due to the fact that "Updated inventory selling price is reflected when the next repeated invoice is generated." (Please vote for this idea too) has not been implemented. You need to manually go into every repeating invoice and reselect the (same) inventory item for the price to update to the current inventory price. I think it is a bug, but support tell me it is the designed way. The existing QTY gets reset to 1. This is super annoying as you need to remember was the existing QTY was and then update it again and not make mistakes. If you…
4 votes -
Sales Invoices - Ability to collect an electronic signature
It would be great to send an invoice to a client to be signed electronically, and on signing, the signed invoice is automatically attached to the invoice in Xero.
60 votes -
New Invoicing - Invoice Reference Field; Allow Formatting
Please change the Type of the Invoice Reference field on New Invoicing to Allow for extended text formatting capabilities. Make it the same data type as the Summary Field on Quotes or the Description Field on Invoice Line items. So that the invoice reference field allows and saves Carriage Returns and Tab characters.
3 votes -
Invoice - Add dynamic Paynow QR code to invoice
Invoice amount and invoice number pre-filled after customer scan Paynow QR code. Increases accuracy and efficiency during bank reconciliation
25 votesHi team, as you may have seen in our Xero news, we've been making a lot of improvements in the payments space. While not a direct solution to what you’re asking here, we're beginning to roll out a Tap to Pay experience powered by Stripe in the US. This payment method is already available in AU and the UK, and makes it even easier for your customers to pay you in person, using just your mobile phone and the Xero Accounting App - no extra hardware needed. When these payments come into your Stripe bank account in Xero you'll have all the information for easy reconciliations. We will also be launching Tap to Pay in NZ and Canada after the US.
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Invoices - Add placeholders to invoices
It would be great if you could use placeholders in item and in the general text of an invoice. I know this feature is available in recurring invoices but would be great if we could add to all invoices.
9 votes -
Invoice - Option for customers to add a tip
Allow customer to add a tip to invoice when paying.
13 votesThanks for the engagement with this idea, everyone. This isn't possible atm however just to provide some options of being able to add a gratuity or tip to an existing invoice.
You could have a inventory item set up for this. When a customer provides you a tip you would then edit the invoice and add this item, entering quantity as 1 and tip amount as the unit price. This way you could have the account and tax rate auto entered.
Appreciate this may not suit all circumstance, but hopefully helps some here.
We don't have any current plans for this but will update you if there's any news.
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Sales Invoices - 1 Trillion On Line Items
Hi,
I would like to see the invoicing feature of Xero increase from 9billion per "Line Item" to 1trillion per line item.
Thankyou
Darren1 vote -
Customer Statement - Attach additional documents
It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
I have an urgent document that need to go out with this months statements.
Thank you19 votes -
Invoices - Bulk send receipts for paid invoices
If you receive a lot of payments on the same day (20th of the months) would be useful to select the paid invoices all at once and send the receipt to all clients at the same time rather than have to open every single transaction and send the receipts individually
Alternatively could be a feature on invoices were you choose to send receipt automatically upon payment received.
25 votes -
Xero Accounting app - Support US Auto Sales Tax
Including the AUTO lookup feature for sales tax in the Mobile App would make the product usability much better in states such as Colorado. To create invoices at "pop-up" events in various tax jurisdictions is crucial so you don't have to remember to continuously load new rates for complex destination /home-room rule situations. The "usability" of the app would be increased rather than being tethered to a computer to manage.
4 votes -
Invoice - Ability to show invoices with Korean or Chinese characters
Allow the downloaded PDF copies to show chinese characters and korean characters
Regards, Vivian
5 votes -
Repeating Invoices - Day/Date placeholder option
in Recurring invoices, placeholders are essential to accurate and meaningful descriptions. Placeholders seem to currently only offer Week, Month & Year but not ‘Day’ or [DATE] or [TODAY]. (with the usual +/- feature). This would be hugely helpful for recurring daily or weekly invoices or for communicating a relevant billing period on a Monthly invoice (that differs from calendar months or calendar weeks) without having to manually update the date in description of every Repeated invoice. Currently more work is required and ALL repeating invoices need manual intervention before approval whereas if this could be automated Bills could be automatically…
154 votes -
New Invoicing - Not user friendly
There are so many disadvantages to the new invoicing. All my points have been covered in previous ideas so have voted for them. This note is to add my frustrations to everyone else's on this supposed "faster" way to invoice.
I have even had a customer say the GST was wrong and had to revert to the classic invoicing to fix then return to the new version.
This whole new version is not my favourite and I will be recommended to my clients to consider other software if these Xero "improvements" continue to disappoint. There are other improvements that disappoint…
4 votesThank you for your feedback, Kathy - I've made sure your feedback here has also been shared with our product team and thank you for also adding your voice and votes to specific ideas across the forums here.
We will move the thread here itself to not planned, however we will continue to iterate new invoicing to keep improving the experience for all our customers.
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