1017 results found
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New invoicing | Copy to - Don't copy Reference Number
When copying an existing invoice to a new invoice, the reference should not be copied over as well or the user to be given the option to not copy the reference number to the new invoice.
There are many times, reference number is not updated or removed and then needs to be fixed at a later point.
2 votes -
ability to edit including remove header from invoice cover note
The ability to edit including remove header from invoice cover note (that is company name, invoice amount, due date and invoice number).
2 votesHi Jacqui, when you refer to the Invoice Cover note would this be the email that is sent to the customer or within the attached invoice (online or PDF). If the latter you can use Invoice templates to customise the look of an invoice to your customer.
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New Invoicing | Send - Copy & paste formatting
When pasting content from a Word document that has bullet points and other basic formatting, this formatting is lost and you end up with one large block of unformatted text.
All our invoices have terms and conditions pasted in depending on the application of our products. We have to switch to Classic Invoicing where the formatting functionality still works, before sending the email to the customer, .
Please resolve this urgently before phasing out Classic Invoicing.
An example image is attached with a short portion of our terms and conditions to show the non-existent formatting.
5 votes -
New invoicing - Ability to set 'days due' when sending invoice
An option to see how many 'days' due in preview section for the new version of invoicing
Could we have an option in xero please to select 'due 30 days' from when we approve/send an invoice ?
In the classic invoicing when you preview it (before approving and sending it) it would always say how many 'days' it is due as well as the 'due date' this helps as we expect payment within 30 days of the customer receiving the invoice not 30 days from the invoice date.7 votes -
Invoicing - Template invoice including an inventory item
Permanent inventory item on a specific invoice template
For example, we are an automotive repair shop
If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automaticallyThis would be a great way to save time as well as making sure everything is being charged out correctly
11 votesHi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.
On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here.
As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…
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New invoicing - Change options when printing from 'Cancel' to 'Leave as is'
New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if they…
3 votes -
Import overpayments
This applies to Invoice & Bill importing in both live Xero and through the Conversion toolbox. Please allow Overpayments to be imported as separate items to Invoices/Bills & Credit Notes.
1 vote -
New invoicing | Contacts - Make all Postcode fields an Address lookup
Whenever I enter an invoice for a new customer, which is quite often, it always annoys me that the 'Add new contact' pop-up doesn't have postcode search in it.
So I end up adding a contact and their email, saving then going into contacts in a new tab to complete their address from their postcode.
Just add lookup to the contact details in add quote/invoice/etc wherever there is a postcode field.
2 votes -
Shopify - Connect 2 stores to one Xero Organisation
We have 2 Shopify stores, one for our wholesale customers and one for consumers, however, unfortunately, we cannot connect both to Xero, which is extremely annoying and causes a lot of work for us behind the scenes. Connecting both will mean a more streamlined experience and make our Xero world much easier.
3 votes -
Online Invoicing - Auto attach PDF of invoice when saving as Draft
I've noticed that Xero is retiring classic invoicing, and that the Xero to Xero link option is not available in New Invoicing. Xero to Xero is an important feature for many of our clients especially in groups where there is intra-group invoicing with many items on an invoice this saves a lot of time! Please add Xero to Xero to new invoicing. I also want to ask if Xero to Xero can please automatically attach the pdf version of the invoice to the bill created in the opposite entity as this does not happen automatically.
5 votesHi Michael, we have an idea for Xero to Xero in new invoicing and want to be open that this isn't something we'll be building into new invoicing however there is still a way to use this feature. You can have a read of my full post on the idea.
In relation to your second idea around auto attaching the PDF of an invoice when it's created as a bill in the recipients organisation. I'll slightly amend your idea for this here and we can get a sense of the appetite for this.
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Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
Can there be a system setting which controls the default option on Invoices for the Approve button.
It is currently Approve & Email and we would like to have the default as just Approve.If it was a system setting companies could chose best option for them.
441 votesHi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
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New Invoicing | Send - Placeholder for reference
The new invoicing doesn`t transfer the "Reference" field information to the email area and I have to retype this every time. The previous version just transferred it all. Now this means more work, having to input the reference three times in the process
Also there is no confirmation anywhere that the files I attach are being sent. If you PREVIEW it does not show the files anywhere ?4 votes -
Invoice reminder - Auto include PDF of invoice
In invoice reminders you do not have the option to add the original invoice as a PDF. My customers accounting teams do NOT follow links in emails (against security policy), but can read an attachment (as long as it is PDF). I would like this added as an option on invoice reminders.
98 votes -
Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
10 votes -
Sales invoices - Lite version of invoicing
The new invoicing page design has created a bloated feature-packed version of invoicing that, whilst great for companies who regularly email or print invoices for posting, is an absolute pain in the proverbial to navigate for companies such as ours who only create invoices for accounting purposes, and never send them out.
For background context, we are a small family-owned investment property company who create invoices in Xero corresponding to rental income statements we receive from letting agencies. We only create the invoices once we've received the statements, so the original invoicing feature was perfect for us. Its replacement is…
3 votes -
New Invoicing - Option to apply credit when using 'Approve and add another'
The new invoicing alerts you to a credit on a customer's account if you APPROVE an invoice but if you APPROVE AND ADD ANOTHER invoice it simply moves right on and does not mention the credit. Please could the apply credit option be available regardless of the way you finalise your invoice.
10 votes -
Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
6 votes -
Invoice reminders - View emails sent to customer
On the contact activity it tells you when an invoice reminder was sent but what would be really useful from a contact relations POV would be to be able to click that interaction and view the email so that you could screenshot/resend it to a client who says they didn't receive it. For example I have one saying at the moment they never received the reminder but did the one after and the one before? Odd? Proving the amount, email it went to etc would be a useful "told you so" if you know what I mean.
43 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…
2 votes -
Invoices - Ability to batch print packing slips
Batch print packing slip
We are able to batch print invoices through the awaiting payment page, but having the ability to batch print packing slips would be great. Having to click in and out of invoices to print the packing slip for multiple entries daily takes quite a bit of time. Can this feature be added?
27 votes
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