1099 results found
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Sales | Refunds - Ability to process in bulk
We would like to upload a batch of customer refunds via csv instead of going in one by one to do a refund per customer per invoice.
4 votes -
Repeating invoice - Set Frequency for price/amount increase
Repeating Invoices - automatic price increase
We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat
24 votes -
New invoicing - Searching items by start of field
New Invoicing - Type in Item - please change back to only searching start of field, as per old invoicing.
Now that typing in the Item field in the new invoicing brings up every item with that word or part word in anywhere, we either need to learn all the codes, or make sure our items all contain totally different words. It takes ages to find the item required.19 votes -
Assigning invoice when sent to xero email
It would be helpful to assign an account to an email sent to Xero containing a receipt (similar to how this is possible in the mobile app).
1 voteHi Lauren, just to make sure I understand your idea here correctly. Would this be when using Xero's email to bills feature, or just generally when sending a file to the files inbox?
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Invoice - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.6 votes -
Customer statement - add customised due dates
Customer statement - with a customised due date option.
The option to be able to email customer statements directly from Xero with a customised due date. Eg. Selecting email customer statements to 30th June and only invoices that are due up to the 30th June are generated and emailed (rather than everything that is invoiced on their customer card which in our case could be up to 12 months in advance).
6 votes -
Repeating Invoices - Quantity of payments option
Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.
It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.
This feature would be useful for those who know exactly how many times a repeating invoice…
7 votes -
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 -
Email template | Sales invoice - Ability to remove due date
My client does not want to show due date on the email template on a sales invoice that I send to them.
15 votes -
Unable to add credit note to invoice in new system - it doesn't add name
Unable to add credit note to an existing invoice in the new system.
You can choose from the click down box - Create and Apply credit -
- the next screen is the credit note with all the details from the invoice, But .. it doesn't add the name of the company/person to credit note
- when you click on approve it can't save it as there is no name.
- I can't see where you can add the name.You have to create a new credit note, and manually transfer the details over from the invoice to the new…
3 votesThis is unusual, Michelle. Thanks for the screenshots.
While you could try clearing your browsers cache and cookies as a start, I'd recommend touching base with our team of specialists at Xero Support to dig into this. They have tools that we don't have here in community to be able to get better insight and investigate what's going on here.
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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 -
eInvoicing - Ability to use for non VAT registered businesses
Massive oversight by Xero.
E-Invoicing only available to VAT registered companies as you have to enter a VAT number. What about all the non-registered companies?
Why can't you select that you aren't VAT registered and be able to benefit by E-Invoicing?13 votesHi everyone, we appreciate interest from non-VAT registered businesses that'd like to make use of the efficiencies eInvoicing brings.
As the UK do not have a standard business number, this creates complexity in being able to identify and register non-VAT registered businesses on the Peppol network.
While this is an idea that we'd like to continue to gain interest from our community in, we want to be upfront we don't have any plans to support eInvoicing for non-VAT registered businesses in the near term.
We're actively advocating for this with the UK Government as part of their recent e-Invoicing consultation.
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Draft Invoice: Warning message
Hi Team, my query is about Draft Invoices. Is there any chance of having a 'Stop do you want to proceed' when it comes to a draft invoice being sent instead of the actual Invoice? I was convinced that I had approved a draft invoice, yet when the email was sent, it was not the Invoice as per the subject reference, but the draft. Embarrassing to say the least.
Just that extra step would be very helpful. Not the first time it has happened to us. Thank you,10 votes -
Invoice Email - Ability to edit "Review and pay" banner
The "Review and pay" banner misleads recipients into thinking they can make electronic payments, but we're not using e-invoicing and have it turned off. Another major issue is that it causes significant delays in loading or, in some cases, renders the invoice completely inaccessible. The banner in the new invoicing should be named "Review" rather than "Review and pay" or be editable to suit different needs.
16 votes -
Online Invoice | Stripe - Allow gift card payment
Ability to pay using gift card that is supported in stripe, using giftup.com
3 votesHi community, we appreciate the interest in being able to use Gift cards when customers are making Stripe payments. This isn't in our roadmap just atm, but we'll track appetite through the idea here.
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New Invoicing - Description Box Defined
New Invoicing - Description Box Defined
It would be great if the new invoice description field had a defined box around it like the rest of the row does. The old invoice does and it looks cleaner. I find myself second guessing if those descriptions are in the correct place because it looks like they all run together.
4 votesThanks for confirming, Nicki. I can confirm I've shared this back with the team. We are looking at further improvements to the invoicing grid, so I'll let you know here if there's any news for this.
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Quotes - Ability to archive quotes
I am trying to archive legacy quotes - I have followed your instructions but when I highlight the selected quotes, there is no option button for archive?
We want our quotes section to a more true reflection of the current business activity but at the same time do not want to have to delete legacy quotes. There is a need to archive similar to Inventory feature.
13 votes -
Invoicing | Files - Ability to attach files before adding contact
This Function is Broken with New Invoicing - It does NOT create a new invoice with the file attached.
81 votesThanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.
There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.
We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.
Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.
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Credit Note for Repeating Invoices
I recently commented about the new invoicing not showing credit notes available, what I didn't realise that this was only for Repeating Invoices, not standard generated invoices which do infact show the credit available.
Some of our regular clients like to prepay so there are often credits to use. Upon approving a repeating invoice, the classic used to say there was a credit available on that contact, click here to use it. There is no such feature on the new repeating invoicing to indicate there is a credit available you have to go and manually check. As well as not…
2 votesHi Claire, I've tried replicating your scenario here using both a newly created and an existing repeating template.
In both cases when I open an invoice that has been generated from the template and credit is available I can see an option on the invoice to Apply credit (as shown in my image)
Could you please raise a case on this with our Xero support team on Xero Central. They have tools to be able to look into this deeper and confirm what's going on and why credit is not appearing for application in your invoices.
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Multicurrency - Automatically update prices for currency invoices
When generating quotes or invoices in foreign currencies, the amount should get automatically converted based on the current conversion rate. At the moment this needs to be done manually as the system just changes the currency without actually converting the value. This can be quite tedious if there are a large number of items or prices in an invoice.
5 votes
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