Invoices & quotes

1015 results found

1. Invoicing

   New update on invoices is good overall but i have a few issues:

   1. There should be an option to reduce the font size on the due date and amount due line or an option to turn it off completely, there should also be an option to move the due date down to the bottom of the page if you wish where it was before, it is too big and bold where it is now.

   2. There is no need for the amount due to be written on the invoice twice once is enough to tell the customer. There is no option to remove or amend this.

   3. View and pay online is now written on the invoice twice which there is no need for it.

   4. There should be an option to revert back to the old style of the invoice if you wish

   the above few items should be amended and allow the user to decide whether they want it on their invoice or not

   New update on invoices is good overall but i have a few issues:

   1. There should be an option to reduce the font size on the due date and amount due line or an option to turn it off completely, there should also be an option to move the due date down to the bottom of the page if you wish where it was before, it is too big and bold where it is now.

   2. There is no need for the amount due to be written on the invoice twice once is enough to tell the customer. There is no option… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. ALLOW DEFAULT EMAIL FOR STATEMENT-ONLY EMAILS, SEPERATE TO INVOICE-ONLY DEFAULT

   SENDING STATEMENTS - Xero needs to get this process up with the times. Huge issue with productivity when it comes to issuing statements to customers. As many businesses use a specific email address for INVOICES ONLY, it is a problem that when you send statements, you have to change the email to another email for statements only. Yes, I can already hear you saying that wait - Xero allows you to have multiple emails. Well if sending invoices, then you would have to delete the statement-only email each time, or when sending statements, you would have to delete the invoices-only email. Either way - a poor way to manage what documents are outgoing on specific purpose email addresses. Given the modern movement to invoice automation, it seems that Xero has not kept up with the ability to have a default email for invoices-only and a default email for statements-only. I spend considerable time, changing emails addresses to make sure they aren't going to invoice only emails. If I can add a second email into the Customer masterfile for Statements, and that is the default email used when sending statements - I would save considerable time.

   SENDING STATEMENTS - Xero needs to get this process up with the times. Huge issue with productivity when it comes to issuing statements to customers. As many businesses use a specific email address for INVOICES ONLY, it is a problem that when you send statements, you have to change the email to another email for statements only. Yes, I can already hear you saying that wait - Xero allows you to have multiple emails. Well if sending invoices, then you would have to delete the statement-only email each time, or when sending statements, you would have to delete the invoices-only… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. Additional contacts sent in TO line instead of CC line when raising invoice

   I have a primary contact with two additional people checked to be included in emails.

   However, when the invoice is raised, the additional people are included in the TO line rather than the CC line.

   It would be good if additional people were sent in the CC line as this is common business prractice.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

4. abn incorrectly formatted on invoice template

   Currently, when you toggle on ABN in the new invoice template, it removes all the spaces which is the incorrect formatting for an ABN. The only work around is to manually type in the ABN with the correct spacing in the ADDITIONAL BUSINESS INFO box.

   The screenshot shows a manually added ABN at the top and the default Xero layout at the bottom.

   It should be noted that in organisation settings, the ABN spacing is correctly displayed.

   Please pull this through into the actual new invoice layout as well please.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

5. new invoice layout - address details

   The new layout is problematic. When you select either physical or postal address, the business name is also pulled into the invoice. I need a different business name on different themed invoices and the only way to do this is to turn off address and in the ADDITIONAL BUSINESS INFO section add BOTH my business name and the address.

   It would be much better if there was a separate toggle for the business name or if the address box was reworded so it said BUSINESS NAME & ADDRESS BOX and displayed what it actually pulls through. Only displaying the address when it's really the business name + address in confusing.

   The new layout is problematic. When you select either physical or postal address, the business name is also pulled into the invoice. I need a different business name on different themed invoices and the only way to do this is to turn off address and in the ADDITIONAL BUSINESS INFO section add BOTH my business name and the address.

   It would be much better if there was a separate toggle for the business name or if the address box was reworded so it said BUSINESS NAME & ADDRESS BOX and displayed what it actually pulls through. Only displaying the address… more

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   0 comments  ·  Invoicing  ·  Edit…  ·  Delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

6. Email template - Placeholder for project name

   It would be helpful to be able to include the name of the associated Xero project as a placeholder in the email template when sending an invoice.

   I typically include my job number and the customer's job number (which is different from their order number that goes in the Reference field) in the project name, and would like to include both of these in the email template. Currently I have to manually input every time I send an invoice email.

   A workaround for this could be to have a placeholder for the description in the first row of the invoice. Currently that is where I copy the project name to.

   It would be helpful to be able to include the name of the associated Xero project as a placeholder in the email template when sending an invoice.

   I typically include my job number and the customer's job number (which is different from their order number that goes in the Reference field) in the project name, and would like to include both of these in the email template. Currently I have to manually input every time I send an invoice email.

   A workaround for this could be to have a placeholder for the description in the first row of the invoice.… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

7. Enable the new branding theme for quotes

   Currently quotes use the "fallback theme" rather than the new invoice branding themes. This gives an inconsistent output which is unprofessional.

   Quotes should use the new invoice branding themes.

   No functionality should be lost in the transition. Currently in the "fallback" theme, the title can be changed from Quote to Estimate, which must be maintained.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

8. Invoice templates - Ability to reduce line spacing and padding

   Making the line spacing more compact would mean more detail can be shown on a single page and reduce invoices spanning multiple pages

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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we've created this idea from recent feedback we heard about the new invoice editor.

   Our product team are paying close attention to feedback to consider for future iterations, so we'll make sure to update if there's any news.

9. Invoice template - Ability to control size of text

   Being able to change the font size of different fields Amount Due, Due Date, Issue Date, Invoice Number and Reference. This would allow a business to customise for a more consistent and balanced appearance.

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   3 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, this idea has been created based on recent feedback received on the new invoice editor. Our product team are keen to get a wider understanding of overall interest so please add your vote if this would be useful for your business.

   We'll share if there are any updates.

10. Receipt Template themes added to Profile

    Receipt Template options added to Customers Profile

    To speed up sending receipts that may require different Receipt Theme Templates, reducing number of clicks etc.

    By adding Receipt Theme Template option to customers profile (link we can do with Invoices) so when you click send receipt the selected Theme is already allotted to that customer.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

11. Display Name versus Legal Name when Emailing Invoices

    Currently when emailing an invoice the Legal Name is included in the invoice email. Please change that to be the Display Name - the point of the display name is that is the name our customers see versus the legal name. I am unable to email invoices because of this. Urgent and important.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

12. stop autosave on invoices

    Please stop autosave from saving the invoice as soon as I create it. At least let me enter products before it starts to auto save. Otherwise, if I click on a customer name and select New invoice (accidentally) then there is no way to delete that invoice without messing up the invoice numbers flow. This is critical to our business accounts auditing and could be assumed to be false accounting!! Please either remove auto save, allow us to switch the feature off or at the least do not auto save until products have been entered.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

13. quote summary

    Make the 'Quote Summary' window much bigger, much easier on the eye and less scrolling....why all the wasted space? Minimal programming cost from Xero side, big help to users.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

14. type date instead of date picker

    The ability to type the date rather than only being able to use the date picker which is so slow in comparison to just typing it in.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

15. draft invoices and quotes to PDF with only draft access

    Someone with draft only access to be able to save their invoices and quotes as PDF.

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    0 comments  ·  Invoicing  ·  Edit…  ·  Delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

16. (New) Invoices that are able to be posted in window faced envelopes.

    In the new layout of invoices, in the new updated format, invoices that need to be printed out to post to customers, do not fit in the window of envelopes now and the email and phone number of the customer is too close to the address, which would be visible through the window if I was able to fold the invoice in a way for it to be shown in the window of the envelope.
    So therefore, the new layout is not compatible with window faced envelopes. Which we use often for older customers who do not have computers or email addresses. And prefer the mail option. And they look very messy and so hard to follow from what they used to be. There was nothing wrong with the way they were set out so why change it to something that is very hard to follow and not practical to have a QR code on the actual invoice..

    So, an adjustment might be needed to have the addresses separated from the customers personal details and put in another area of the invoice to be more compatible with window faced envelopes. And to make it a lot easier to follow and read without it being so bold.

    The statements are still able to be posted, at the moment though.

    In the new layout of invoices, in the new updated format, invoices that need to be printed out to post to customers, do not fit in the window of envelopes now and the email and phone number of the customer is too close to the address, which would be visible through the window if I was able to fold the invoice in a way for it to be shown in the window of the envelope.
    So therefore, the new layout is not compatible with window faced envelopes. Which we use often for older customers who do not have computers or… more

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

17. Sent

    Change the history of an invoice being "Sent" to "Viewed" ONLY when the recipient opens the invoice.

    I believe it is currently set to change into "Viewed" if either the vendor or the recipient opens the online invoice. It would give us a better peace of mind knowing there's a somewhat reliable way of telling if an invoice is visible to the recipient instead of being filtered into their spam folder. When I open the online invoice it messes up the tracking.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

18. Part invoice on quotes

    Be able to part invoice on an accepted quote eg 75%, 20% etc.

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    1 comment  ·  Invoicing  ·  Delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

19. pay outstanding invoice with a single payment (not just base currency)

    The ability to pay multiple invoices from a statement in one transaction only works for invoices that are in your organisation's base currency. If any of the invoices are in a different currency, the checkboxes won't appear and your customers can't select them for payment through the statement flow.

    This is a current limitation of the feature. Your customers will need to continue paying invoices in foreign currencies individually by opening each one separately.

    At this stage there isn't a workaround that allows invoices in other currencies to be selected for one combined statement payment.

    I understand this isn't the outcome you were hoping for. If you'd like to see the ability to pay multiple invoices in different currencies through one statement added in the future, you can share your feedback through Xero Product Ideas. This is where our customers can suggest and support ideas for new features, and our team reviews these ideas regularly.

    The ability to pay multiple invoices from a statement in one transaction only works for invoices that are in your organisation's base currency. If any of the invoices are in a different currency, the checkboxes won't appear and your customers can't select them for payment through the statement flow.

    This is a current limitation of the feature. Your customers will need to continue paying invoices in foreign currencies individually by opening each one separately.

    At this stage there isn't a workaround that allows invoices in other currencies to be selected for one combined statement payment.

    I understand this isn't the… more

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

20. Packing Slip - custom template needed

    We want to customise the Packing Slip (on its own as part of branding theme) in the same way as invoices and qoutes can be customised via the custom template.

    Please note: Workaround to generate (Invoice + Packing Slip) in one PDF via custom template as per Xero Central, does not work for most businesses. The invoices are also duplicated via Email (where Packing Slip is irrelevant). Customer just needs Invoices. And Packing slips for our warehouse staff and drivers.

    Please add custom template for Packing Slip separately (on its own).

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

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