1022 results found
-
Sales Invoice | Advanced template - Merge field to show applied credit
Having recently started using advanced templates for our invoices, I've discovered that credits applied to invoices don't show separately and instead get added with payments, thus showing as net payments. I believe the credits field is only available for use on advanced statement templates so can the credits field be made available for adcvanced invoice templates please?
That would then give us the ability to display the total amount credited on an invoice and the total paid towards it on separate lines.
Thanks in advance
8 votes -
Invoice reminder - Show the list of those contacts that have reminders turned off
Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.
34 votesHi community, thanks for your on-going feedback through this idea.
We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.
Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.
We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.
You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.
Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future…
-
Search - By Project Name when searching for invoices
Search Job name when searching for invoices
The search function should be consistent across all search. If you can search for job name or part of job name in Search, you should be able to search for job name in Business/Invoices. This brings consistency to the search function.8 votesHi community, we appreciate the interest here however want to be forthright that this isn't something we have any plans for developing at present.
We'll continue to get a pulse on interest through this idea and share if there are any updates.
A feature I just wanted to highlight and may help solve the needs of some here already is queries with JAX.
Right now, it's possible to query your invoices through JAX. While Projects isn't a field JAX can interpret just yet we are continuing to expand on it's capabilities. However, in the meantime, if there is a common keyword or phrase you're using in a Projects invoices you could look to ask JAX to show you all results for this phrase which may help you narrow down and find the invoices you're after.
-
Invoices - Show overpayment reference number on credit when applying to invoice
When an overpayment is entered while reconciling the bank transaction, the reference we enter while creating overpayment transaction should appear in the reference tab while applying the credit to an invoice.
8 votes -
Sales invoice - Ability to combine or merge multiple invoices to one
Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.
However Xero wont let you add more jobs to this invoice by the same copy facility.
It only gives you the option of a customer name not an invoice number.
I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.15 votes -
Invoice Template - Add total of 'Excluding Discounts' field
Hi Xero Support,
Could we please implement another field to use in Invoice and Quote templates which shows the total before discounts?
I want to show my customer what they would have had to pay before the discounts were taken off the price.
This makes a HUGE difference when trying to show customer their savings with applied discounts.
We need to be able to present Total Before Discount - Total Discount - Price After Discount.
29 votes -
Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file…9 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
-
Invoices: Resend failed e-invoices as an e-invoice
Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.
However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.
I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…
10 votes -
Repeat Invoices - Ability to use Sales tax lookup(US)
There needs to be the option of including the sales tax lookup feature on repeating invoices. All of our subscription based monthly invoices are taxable in states where we have met the Nexus guidelines and therefore we will have to begin manually creating each invoice on a monthly basis which is extremely time consuming. It's hard to believe that this issue has not been raised before.
10 votes -
Contacts | Quotes - View declined quotes for a contact from their record
Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.
Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.
8 votes -
Sales Invoice - Update item price when converting quote to invoice
The ability for Xero to automatically update pricing or changes that were made to items in products and services, when a quote is converted to an invoice.
Or to at least get a notification that changes were made to the items in the quote when it is converted to an invoice.
10 votes -
Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
30 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
-
Invoices - Add billable expenses to invoices to part-paid invoices
I would like a feature added so that we can add a billable expense to an Invoice even though a payment has been made by customer. It is crazy that you have to delete a deposit from a client so that you can then add a billable expense to the invoice for tracking. Customers pay a deposit then goods are ordered for their job.
21 votes -
Invoice - Discounts more than 2 d.p
This column is useful but could be improved.
As already noted in another existing idea, it would be good if there was a way to indicate whether the discount is per-item or for the line. As it stands, if there is a count, then to emulate a dollar discount on each item, we have to manually calculate the total discount for the line (number * $ discount) to enter the appropriate line value.
The percentage discount option is good also (as it avoids the above problem with specifying an absolute amount). However, it has a different problem in that the…
14 votes -
Contacts | Payments - Direct debit file upload
Want to create a AFI file in Xero to collect payments directly from my client's via direct debit.
15 votesHi 👋 you can set up direct debit payment services with GoCardless which enables more seamless payment collection from your customers.
Being rather security conscious we don't have any plans for enabling export of this sort of information from Xero any time in the near future and you may want to explore other options like the GoCardless integration for now.
We'll keep an eye on the interest for this here.
-
Credit Note - Flag up credit notes when entered twice
When you enter an invoice it flags up to say that it has already been entered, with a credit note this function is not available, could this be added?
30 votes -
Quote - Button to Accept from email received
Create a accept quote button/link within the quote email template so clients can hit the button within their email client to accept quotes instead of having to view it online or missing it within the attached PDF quote.
14 votes -
Invoice Reminders - Increase # of reminders that can be set up
Hi,
Please can you allow more than 5 reminders, we chase to strict deadlines so 5 isn't enough. Does there need to be a limit?
Thanks
Ryan
41 votesThanks everyone, we appreciate you sharing how the five-reminder limit can be restrictive and result in more manual follows ups from your business.
We’re pleased to update that this idea is moving forward as part of our Get paid without chasing work.
As part of this development, JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
These multi-step plans go well beyond the current 5-reminder limit, with persistent chasing until payment.
We’ll share more as this feature lands so you can begin to make use.
-
Invoice - Show Domestic Reverse Charge VAT on Invoices
Show the total amount of Domestic Reverse Charge VAT on an invoice, to make it clear to the customer what is due by them.
It is not necessary to show the VAT amount on each line, when it is the same for the whole invoice.
While Xero may be compliant with HMRC, it is not right for businesses who are being repeatedly asked for this information to be shown on invoices. It would be a simple fix for Xero as the functionality is already in place.This is on a discussion thread with plenty of users requesting the same thing.
25 votesThanks for sharing this idea and for explaining the impact it has on customers using Domestic Reverse Charge VAT.
We can see why having the reverse charge VAT amount shown more clearly on invoices would be helpful, especially where customers expect to see this information called out directly rather than needing to calculate it themselves.
We’re moving this idea to Gaining Support so we can continue to track interest and better understand how many customers this affects.
For now, Xero supports Domestic Reverse Charge invoicing by showing the relevant tax treatment and required disclaimer, but we understand that doesn’t fully meet the need raised here.
If this would help your workflow, please add your vote and share details in the comments about when you need to show the reverse charge VAT amount on the invoice. That context helps our product team better assess the problem.
-
Invoices - Repeating invoice for a customer group
The ability to create a repeating invoice to a customer group
21 votesThanks so much for sharing this idea ⭐ We’re moving it into Gaining support so other customers like you can vote and comment while we keep gathering feedback and exploring how it could fit alongside our wider invoicing and recurring invoicing work.
- Don't see your idea?