1085 results found
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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..
462 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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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 -
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 -
Credit Note - Ability to view contact when in the allocate Credit Balance Screen
When a credit note is approved, the next page that pops up is the Allocate Credit Balance screen. This screen does not state who the customer/supplier is, and when creating multiple credits, it can be hard to recall who each one is to. It would be great to have the Allocate Credit Balance screen displaying the contact of the credit (the reference would also be great, but I have already voted for that one separately).
With the new invoicing re-vamp this would be a great opportunity to increase the information on the Allocate Credit Balance screen too.
5 votes -
Invoices - Make Due Date non-mandatory
There doesn't seem to be an option to delete the due date on sales invoices, my client doesn't want this to show on their sales invoices so it would be really useful if this could just be excluded
15 votes -
Xero Accounting app | Outstanding invoices view from Dashboard - Due date visibility
The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.
In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.
With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.
I believe the previous system was far more effective for a…
4 votesThanks for your feedback on the change in the mobile app, Mike. I've passed this onto the team however do want to be upfront that there's no immediate plans around this atm.
Instead, the 'Sales' tab invoice list screen might help what you're trying to view. This will show all the invoices and due dates in the same screen.
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Xero Accounting app - Ability to send statements from the mobile app
Sending a activity statement or outstanding statement from the mobile app
57 votesHi everyone, thanks for your feedback on sending statements from the mobile app. We appreciate you sharing how important this is for managing your business on the go.
The product team have reviewed this idea and we're updating the status to Accepted, which means it's an idea they would like to explore, but it isn't currently on the roadmap. We'll keep you updated as things progress.
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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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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 -
Sales Overview - Search within descriptions on invoice lines
Be able to search for a particular term within invoices. For instance as service that is not often invoiced. Could then allow you to copy that particular invoice to a new invoice.
8 votes -
Repeating Invoices - Copy option
Repeating Invoices - ability to copy existing repeating invoice.
Reasons:
- Temporary Discount rewards (Scenario 1 below)
- Previously agreed future price changes
- Similar fee package for another client on a recurring basisScenario 1
- Client signs an ongoing recurring contract Monthly Fee = $1,000 (for illustration purposes):
- Client sends us a referral, so we discount their fee 10% for the next 4 months (update current recurring amount to $900)
- After 4 months client's fee will return to the previously agreed amount (create brand new recurring invoice, keying all the same information in, but removing the…16 votes -
Invoicing - Add optional donation
Allow charities to add an option for customers to make a voluntary donation when paying their invoice.
When making a payment through the pay now link, they would be able to add an additional amount as a donation, if they choose to.
8 votes -
Invoicing - Edit branding without unlocking period
Be able to change the branding theme without editing the invoice or unlocking the date
5 votes -
New Invoicing: Choose default calculation type for the discount column
The new feature sets the discount column to numeric value by standard. My business uses % and it's incredibly tedious having to type % each time. We can do 10-20 quotes a day with an average of 30 products per quote. So a feature that would allow us to click a button to default to percentage, so when you type a number the % appears (like in old Xero).
111 votesHi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
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Invoices - Add "Yesterday" to date selection
Thank you for the 'Today - tomorrow' options in date selections but we would really benefit, and use regularly, a 'Yesterday' option given we often Invoice customers 'after' they have collected goods etc.
... just a thought
18 votes -
Sales overview - Top 5 overdue customers
In the Sales overview screen, we can see the top 5 Customers owing the most. Is it possible to add an option to change this to the top 5 customers who have the highest overdue balance?
2 votesHi team, as mentioned in my last update this isn't available from the Sales overview at present. However if you select Send Statements you can view Overdue amounts high to low (Just click the Overdue column header to re-order). 😊
While we'll continue to track interest of this here I want to be upfront that this isn't something we have plans for.
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Quote Report - Change Invoice Ref and Date columns to 'Quote'
Reports - Quote Summary pulls incorrect column references. Xero dont accept this is an error and think its a product enhancement.
Currently when you produce a quote report you cannot have a column titled Quote Ref or "Quote date". Xero has a bug which is using "Invoice Ref" and Invoice Date". Obviously for customers of our business they get annoyed that we are sending them reports implying a quote has been accepted and invoiced rather than purely pending. Such a basic error in Xero but they just dont accept the error1 vote -
New invoicing - Attach .cdr (CorelDraw) and .B2K (Braille2000) files
I run a braille transcription business and must submit braille files along with invoice. I would like to send all from once source, Xero, rather than in a separate email. Attach .cdr (CorelDraw) and .B2K (Braille2000) files (other file types, too).
3 votes -
Remittance Advice - Show sales invoices allocated to bills as a Contra
Be able to send a remittance to a supplier when sales invoices have allocated as part of the payment
3 votes
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