1099 results found
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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 paid5 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.
8 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.
10 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
58 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)
77 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 -
Invoicing - Don't show Pay Now on invoices for Direct Debit customers
'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to. Xero say this is because xero can't differentiate customers who already have a DD in place, but they can - there is a flag and this is visible in settings and therefore must be available to developers.
3 votes -
4 votes
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Invoices - Include item code column in invoice CSV download
Is it possible to include a item code column when downloading Xero invoices. This information is already included in the PDF download.
10 votes -
Customer statements - A tick box for when statements have been sent
When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.
18 votes -
Invoices - Set Xero network as default delivery method
There is no functionality in Xero to 'automatically' send invoices from Xero to Xero via the network key. Is this something that you could look into?
9 votes -
Invoice - Add dynamic Paynow QR code to invoice
Invoice amount and invoice number pre-filled after customer scan Paynow QR code. Increases accuracy and efficiency during bank reconciliation
25 votesHi team, as you may have seen in our Xero news, we've been making a lot of improvements in the payments space. While not a direct solution to what you’re asking here, we're beginning to roll out a Tap to Pay experience powered by Stripe in the US. This payment method is already available in AU and the UK, and makes it even easier for your customers to pay you in person, using just your mobile phone and the Xero Accounting App - no extra hardware needed. When these payments come into your Stripe bank account in Xero you'll have all the information for easy reconciliations. We will also be launching Tap to Pay in NZ and Canada after the US.
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Payment Service - Add Wise as a card payment provider
It would be ideal to have the option to add Wise as a card payment provider for invoices (instead of Stripe). Wise are now offering cheaper rates than Stripe and this would be a good option for some of our clients who pay our invoices by credit or debit card.
4 votesHey community, thanks for your continued interest in this idea.
From the 4th September, we removed the option to add Pay with Wise to your Xero subscription for new sign ups, and we made the decision to completely remove the feature from 26th February 2024.
Our team is hard at work on an alternative bill payment solution that uses Open banking.
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