1008 results found
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Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes
Ability to add custom fonts for standard invoice themes.
Purpose: To have a better branding for users’ business.
47 votes -
Overpayments - Email/Print
Ability to email and print overpayment receipts from Xero.
Purpose: Some accountants need to print and email overpayment receipts from Xero, and having this feature will make their work easier.
114 votes -
Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms
Ability to set up multiple due dates for payments/deposits.
Purpose: payments and deposits can be spread throughout different dates.
201 votesHi everyone, thanks for continuing to share the details behind your workflows here. We wanted to return with a meaningful step forward for this idea. As some users may have seen, we’ve released the ability to request a Deposit in Xero!
Enveloped in this we recently made an improvement to this so businesses can now set a specific due date when creating a new deposit, and that due date is shown clearly on the deposit request your customer receives.
We appreciate this doesn’t yet deliver the fuller outcome many of you describe here, such as multiple due dates across a full invoice, broader instalment-style payment schedules, or trade-term arrangements on a single invoice. But it's progress in this space.
I’ll be back to confirm once Deposits is completely released to all markets and share how we plan to evolve this further.
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Repeating Invoices - Generate invoice before invoice date
Ability to make repeating invoices to be generated to an earlier date without having to change the setup.
Purpose: Users’ can sometimes ask their customer/client to pay the invoices earlier.
251 votes -
Invoice - Prompt Payment / Settlement Discount
To apply a prompt payment discount/settlement discount to an Accounts Receivable invoice from the match items screen in the Bank Reconciliation.
Purpose: So users can offer early discounts to vendors/suppliers without needing to do manual credit notes or editing the invoices.
415 votesHi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
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Contacts - Custom fields on invoices and contacts
Ability to add a custom fields to a contact record that is able to be displayed on invoices
Purpose: Ability to include more information that’s unique to customers/business/industry that assist the transaction and relationship between customers
696 votesHi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
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Invoices - Xero to Create/Assign invoice number when importing
To make have Xero fill the invoice number automatically when customer importing invoices.
Purpose: To save users’ time rather than having to supply their own invoice numbers.
62 votes -
Sales | Notification that invoice sent/not sent
To be informed of the status of mail sent from Xero
Purpose: Identify contacts that mail is not getting to, and ability to validate if information has been received by contacts33 votesHi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
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Invoices - Reuse invoice number if voided
Ability to reuse invoice number if voided, so the next invoice will use the number from the voided invoice.
Purpose: Ease of reference and to make the list of invoices cleaner to manage
170 votes -
Sales Invoices - Issue progress payments on invoices for project/instalment
Ability to issue progress payments on quotes /invoices to percentage claim certain items or expenses.
Purpose: Users can see the progress of the payments from their customer just from one invoice instead of sending separate invoices.
248 votesThanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
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Invoices - Add subtotals
Ability to add subtotals in the invoices.
Purpose: Because some clients are questioning and would like to see more details, and having subtotals can satisfy their needs & wants.
351 votesHi everyone, thank you for continuing to share your feedback on invoice subtotals.
We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.
While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.
As previously shared current options that you may want to explore include;
- adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
- exporting the invoice as a PDF and editing it externally, or
- exploring invoicing tools in the Xero App Store that offer more extensive services
We know these aren’t ideal substitutes, but they may help bridge the…
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Invoice Templates - Standard Invoice Branding Theme to look more like Online Invoice
Ability to replicate standard invoice branding theme appearance to look like online invoice.
Purpose: To make the standard invoice appearance better and more presentable.
35 votesHi everyone, we're excited to share that we are in the process of releasing a new experience for branding with the new Invoice template editor!
Eventually replacing the Standard branding experience, the new editor allows you to customise and personalise the look of your invoices in a simple form, with a side by side view so you can instantly see how changes will look on invoices sent to your customers. This is in the process of rolling out to all regions, already readily available in AU, NZ, US and the UK. 😊
I'll be back to share once the roll out is complete.
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Invoice - Add notes/comments line item
Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.
Purpose: Users often want to add some comments specifically to a client in the line item.
143 votesHi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
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Organisation settings: Email Templates - HTML template to send with invoices
Ability to create email templates using HTML.
Purpose: It’ll make users’ able to edit the email templates easily, especially when inputting their company logo.
67 votesWe appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
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Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)
Ability to add interest for the late payment. This includes part-paid too
Purpose: Save time by adding the interest without having to delete the existing one and remake a new one with the additional interest.
1,106 votesHi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
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Invoices - Ability to recognise future revenue
The ability to recognise future revenue from the invoice.
Purpose: To find out the future revenue, because for some businesses the invoice that they’ve issued to their customer is the revenue for the future month.
108 votesHi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.
While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.
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Sales Invoices - Combine and hide line items for customers
Ability to combine and hide line items in the invoices.
Purpose: To have good accounting and tracking of sales without showing the client the breakdown of all the items involved
261 votesHi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
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Invoicing - Customers to pay deposits on invoices
To have the ability for customers to pay deposit through invoices
Purposes: Business can just send one invoice to customer/client, so they don’t have to send multiple invoices when it comes to part payment.
507 votesHi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
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Invoices - Date columns for individual line items
Ability to add date columns for individual line items.
Purpose: To make users easily put a date for each item. The scenario that can benefit users is for them to show a specific date of when the product/service is delivered.
246 votesHi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.
While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.
For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.
If there's any progress, we'll be sure to let you all know here.
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Sales Invoicing - Order acknowledgement
Between a quote and sales invoice option to create a sales order acknowledgement
Purpose: To confirm to the buyer that the business agreed on the sales, before sending the invoice.
150 votesHi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
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