1005 results found
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Invoice Branding - More Customisation and font options
I think the invoice customisation in Xero needs a major overhaul. Many of my clients have spent considerable amounts on graphic design, but the customisation process (downloading a Word doc, editing, and uploading) is a nightmare. The standard Xero invoices are really dated (such as the Mastercard or Visa logos, the payment slip footer, font choices etc), which means the better option is to upload a customised invoice. The problem I have is that most of the fonts I've tried seem to be unavailable once uploaded to Xero, with most reverting to Times New Roman, and that's an issue that…
43 votes -
Quotes - Make tax rate and account code mandatory
It would be great to make the tax rate (and account code) mandatory when creating quotes. This is a fail safe way of ensuring the gst is correct on quotes.
18 votesAppreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
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Sales Invoice - Select and send multiple invoices on a single email
Send multiple invoices together on one email to the same customer with one 'pay now' button (e.g. for Stripe payment) rather than sending multiple emails which seem like spam to clients !
47 votesHi community, there isn't currently the ability to select and choose which invoices you'd like to bundle and send together. However, we recently released the ability to include an online statement link when sending Outstanding statements to your customer which may solve for some of the needs here.
If you've set up Stripe as a payment service the customer can select and choose which invoices to pay from the online statement - Find out more in Xero Central.
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New Invoicing - Keep leading carriage returns and spaces in description field
The 'new invoicing' option automatically removes any leading carriage returns and leading spaces in the invoice description field.
This did not occur in the classic version and wonder why it was introduced.
To enable the details of the invoice to be easily read, it is sometimes necessary to separate line items on the invoice and to indent the actual description.
Can this 'feature' be removed?14 votes -
Prepayment - Automatic allocation when an invoice is raised
It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.
We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.
It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are…
12 votes -
Sales Invoice - Default sales account when entering invoices
When entering invoices and the account is always "sales" (for example), I would like the option to set up invoices to automatically use the "sales" account? It is currently only an option by setting up item codes and/or setting up through contacts. I would like to see it automatically assign the account at the time of entering the invoice, instead of having to type in an item code. It will save so much more time and avoid errors by users selecting an incorrect account from the chart of accounts.
12 votes -
Invoicing - Print voided invoices
I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
I want to be able to print them as PDFs and the documents to be marked as voided.10 votes -
Xero Accounting app - Option to rearrange line items in draft invoices
Xero app should have the option to slide up or down line items in quote & invoice
4 votes -
Sales invoices Ability to mark an invoice as 'confidential' & hide from some users
Could there be a function added to hide invoices attached to expenses so they can be kept confidential from other users?
3 votes -
Sales Invoice - Update item price when converting quote to invoice
The ability for Xero to automatically update pricing or changes that were made to items in products and services, when a quote is converted to an invoice.
Or to at least get a notification that changes were made to the items in the quote when it is converted to an invoice.
8 votes -
Sales Invoice | Delivery address - Update for individual invoice
Delivery Address:
To have the ability to add a delivery address when raising an invoice that can be printed onto the invoice. This would need to permanently save the delivery address to that invoice. When a new invoice to the same customer is raised then have the ability to enter another delivery address if required without effecting the previous invoice delivery address.
94 votes -
Sales invoice - Convert base currency invoice to foreign currency
It would be great if there was a feature to display conversion details for invoices that are entered in the base currency. ie - your base currency is GDP and it shows the conversion rate in EUR
25 votes -
Invoicing - Adding a payment refund
Sometimes clients pays an invoice but then if a refund is issued from that invoice to the same client, in Xero there is no option to add a refund on an invoice, you can only add a payment.
You can only add a refund on a CN but no always there is a CN available.
When a company has multiple clients and there is a large movement of funds, refunds and payments it is very difficult to keep track of these and a suspense account has to be used and therefore be reconciled at the end of the year. Is…14 votesHi Sara, along with Credit Notes, there is also facilities for Overpayment and Prepayments. Would these commonly fit the scenarios in which you're describing here where large amounts of funds are transferred and perhaps a business overpays their invoices to the business through which a refund is then issued?
Bein quite a tied in feature to the payments model I want to be open that we don't have any immediate plans for changing this or adding a new type of transactions that would directly add refunds to an invoice.
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Reporting |Credit Notes - Date allocated
When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.
In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed…
7 votes -
Quotes: Include Stripe PayNow button on quotes
With PayNow, we want the customer to use our stripe and pay on the quote. The idea behind this is that customer pays and then we send the product and issue the invoice. If we issue the invoice and then customer changes mind and doesn't pay, it will be a problem and we need to delete the invoice. So, adding Pay Now to the quote will solve this problem.
8 votes -
Notification - When quote accepted
Ability to have an alert in Xero when a Quote has been accepted
15 votes -
Invoices: Resend failed e-invoices as an e-invoice
Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.
However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.
I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…
9 votes -
Invoice reminders - Option to send copy to self
It would be useful if copies of invoice reminders could be sent to myself, so we have evidence of the detail of the reminder that was sent.
Also, if invoice reminders get a reply, such as the person no longer works at a company, if would be helpful if those responses could be directed to my email. Also would be useful if we could get Read receipts on them.56 votesThank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.
We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.
Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.
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Invoices - Option for 'Tax point' field in invoices
The need to have an occassional tax point date that is different from that of the invoice date has arisen, usually found in the retail sector, and there is not currently an ability to add the field to the sales invoice form. Can there be the ability to have this feature added, albeit a hidden one? Currently the work around is to create an invoice outside of Xero and send that version to the client, causing additional workload. We have been seeing this from vendors for years but the workaround there is entering in the tax point as the invoice…
5 votes -
Invoices: Attach remittance advices to all paid invoices (when making bulk payments)
It would be great if Xero could automatically attach the remittance advice to each invoice after making a batch payment?
This would save time when we get queries from suppliers as to the status of their payments, rather than searching for the batch remitttance and emailing it to the supplier again, it can be easily found as it will be attached to the paid invoice.8 votes
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