1005 results found
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Email Templates - Specific email generated based on 'Item' record selected within invoice
Is there any way to have an invoice email that is generated automatically based on the 'Item' (business > products and services) record selected from within the Invoice?
We send invoices specific to individual contractors each month. These contractors ('Item' within invoice) have unique purchase orders and work order numbers that remain constant each month.
Currently the email generated is a generic email which does not automatically populate the purchase order / work order number.
Is there any way Xero can create an email template per 'Item' (business > products and services) record to minimise our risk of error and…
2 votes -
Repeating Transactions - Customise placeholder format
It would be great if the placeholder format can be customised:
i. with all capital letters
ii. date format "01/01/2023"
iii. with "JAN" instead of "January"
iv. with "23" for 2023
9 votes -
New Invoicing - Add Client expense on the fly
in the old invoicing, you can create a new Client Expense on the fly. You cannot with the new invoicing page
5 votes -
Invoice and Bills - Include mandatory Reference Number Field
Currently you can add a bill / invoice without adding a invoice number or just typing a word or anything - example our debtors lady invoiced (Receivable invoice) a client and overwrited the invoice number (reference) to "Diesel R/Bay" so the invoice had no invoice number
4 votes -
Branding - Feature to create CIS templates with company logo
It would be great if there was a function to add a template including a business logo for the monthly subcontractor CIS payment certificates - like the invoicing templates.
9 votes -
Xero - Sync multiple Xero organisations to an external invoice program
Be able to sync multiple Xero organisations to the one external program (for us it's Splose) to allow invoicing from one program to split to appropriate Xero organisation.
2 votes -
Payment Services - Option to add Zip as a 'Buy Now, Pay Later' payment service
It would be great if Zip could be categorised correctly as a "Buy Now, Pay Later" service, rather than "Credit Card" payment service. This would allow us to integrate it with xero invoices along with Stripe for example. Currently they come up in the same category so we can only choose one. Maybe it's time to add a buy now, pay later category for after pay etc as well.
35 votes -
Sales invoice - Link associated bill
We only want to pay the supplier/freelancer once our customer has paid for the service.
Some form of link between a purchase invoice and the associated sales invoice to flag that the supplier can now be paid as the corresponding sales invoice was settled.
Trigger something in the Due Date or even set up a payment so that it is easier to make sure we only pay once we have been paid4 votesHi Neil, just rounding back on your idea here again. We have a separate request for the ability to be notified when an invoice has been paid. Being good to track each part of the idea separately I'll slightly adjust the title of your idea for the first portion and you're welcome to join this other one for any updates around notification of paid invoices. 🙂
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Invoices - Show tracking category on invoice list screen
Invoices list - allow the user to select the invoice fields that they want to see on the Invoices list. Eg. we can search/view by Contact, but not by Tracking Category, which would be very useful.
21 votes -
Invoices - Show total qty column
- I need to be able to get a total on all the quantities on an invoice. If there are say 5 entries I would like to be able to get a total of all the quantities entered .
- One is able to move a line in an invoice from one place to another. But I would like to be able to move more than one entry around at once. So if I am able to select 2 or more entries and move them to another place in the invoice it would be great.
5 votes -
Invoices - Select which line items to include when printing a packing slip from an invoice.
The ability to choose what items to include from the invoice on the packing slip. This means I can select not to have freight and set-up charges on the packing slip as they are not actual items being sent to customers.
8 votes -
Invoicing - Import invoices that include negative lines
Import data in at same Invoice number in multiple line but there is some negative amount need to included like deposit and charges etc
3 votes -
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
52 votes -
GoCardless - Notification of chargebacks on invoices
We need a way for Xero to know that there was a chargeback on an invoice through GoCardless so that the payment applied against the Xero invoice is removed.
There have been instances where a customer's bank did not accept the charge made against the bank account and GoCardless charged us back for the invoice. We didn't collect the payment, but Xero still has the invoice marked as paid. When reconciling AR this month, there was a few invoices that were charged back but were still showing paid.
21 votes -
Invoices - Default due date set regardless of an integration upload
Default invoice due date / contact due date can be set when integrated with other products that fed the invoices in. Currently it is overriden with due date from integrated system
Setting due date so we can clearly see what is overdue is an excellent feature and would help significantly with accounts
1 vote -
Invoices - Identify invoices not assigned to a Project
When using Xero Projects, we can assigned Bills and Sales Invoices to a Project.
However, it is possible to create a Sales Invoice and easily overlook assigning it to a Project.
There is no way to identify Sales Invoices which have not been assigned to a Project. (A recent update provided a feature to do this for Bills but not Sales invoices)
73 votes -
New invoicing - Option to edit Account name
I noticed the new invoicing option seems to be not user-friendly as you can't edit the account name there is no option, and the classic is much better. I wonder why that is?
3 votesHi team, returning to the idea here and rounding back on my last update. Currently it is not possible to edit the Account name or Code of an account from within new invoicing. You'll need to do this by going to the Chart of Accounts screen and updating this, there.
This is not a feature within classic or new invoicing. However, we'll leave the idea open here so we can get continued interest and consider as a possible future enhancement within new invoicing.
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Invoices - Option to set direct bank transfer payment option on Invoices
Could we implement an option to pay an invoice via bank transfer when a customer clicks on the 'pay now' link on an invoice?
At the moment, most of the connected services are done via card and may have fees included on top of what the customer already has to pay.
4 votes -
Invoices - Autofill customer fields
Make the Customer Field AutoFill in new invoicing
In the old invoicing - which by the way was must better and more reliable, the customer field would autofill if it was setup to autofill within the customer set up. With the new invoicing this field no longer autofills. Please Fix
11 votes -
Invoice list view - Maintain filters when leaving page
FILTERS have to be reset each time you return to a page. This is common throughout Xero and is a real nuisance, but especially if you are editing sales invoices. E.g. filtering on a group of customers and a date range has to be done to edit each invoice individually. Resetting the filter for each invoice you edit is a real pain.
1 vote
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