1099 results found
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Invoices - Get payment link for inclusion in external email
Get payment link for inclusion in external email
Makes sending invoices easy if able to create a link that can be sent via email.
3 votes -
Quotes - Don't highlight all text when selecting a field
There is a weird issue when entering in text in the 'Descripton' box in a Quote.
Once the text is entered if you then leave the description box and then click back into it, all the text in that field is highlighted.
This is a little problem when you want to delete one character as it deletes the whole text.
If you Control V the text back....it hasn't copied the text to put it back in.
So, you lose all the text entered.I understand you can click a few times to stop it highlighting the whole text.
But, it…
5 votes -
Sales Invoices - Ability to set the void date
Invoice - Change voided invoice date
Ability to adjust the void date for a previously voided invoice.
2 votesHi Rachel, could you share any detail of what this would help your business do? Is there a specific reason you'd like to be able to set the Voided invoice date?
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Payments - Use local time zone to calculate the Date from PayPal data feed
The PayPal data feed imports dates from UTC, as is.
For example in Australia there is a fairly large window each day where transactions will be imported and appear to have occurred the day prior. For other timezones it's likely the opposite.
In my eyes this is an outright bug/lazy coding. The response I received from support tells me they are aware of the problem, but it's just a known quirk! They suggested adding a manual adjustment to fix the balance when required. Ugh, I would feel dirty doing that, lol.
Essentially the only place the PayPal feed is always…
3 votes -
Invoices: Show ItemName or ItemCode in online invoic
The online invoice sent to customer (not the PDF) and invoice in Xero only show the Item description and not the Item name or Code, this is not right as it means if we add personal details to the item on the invoice it isn't possible to tell what the item is without doubling up the Name in the Item description
3 votes -
Customer Statement | History & Notes - Include Template Name
We use multiple Statement templates, each of them containing different stages of Credit Control progress. When sending these the Contact Notes are only updated with 'Statement', and not the Statement template name that would give historical context to a Contact on how we have progressed debt.
Can you update the Notes to include the Statement Template name, and include an option to make further notes against that activity?5 votes -
Invoice - Remove invoice number and amount from link
Invoice link showing invoice number and amount in WhatsApp
4 votes -
Customer Statement - View running balance
Hi,
Can I please request that on all customer statements there is a running balance on the side, so that it's easy to add up?
49 votesHI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
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Quotes - Add lead time to items
When quoting items, customers need to know when the quoted items would be available.
It could be that the item is available ex stock or that there is a lead time to the item of days, weeks or months.
This is a common occurrence in the industrial sector.
Each item on the quote could have a different lead time, whether it is an item or service that is quoted.
The information is important to the customer for operational, as well as cashflow purposes. M
Would be great if a feature could be added for each line item on the quote,…
5 votes -
Make Invoice Settings accessible from Invoices Summary page
If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).
4 votesGood to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
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Customer statements (Exclusive of tax)
Would like to suggest that Xero adds an option for the user to be able to extract activity statements exclusive of any taxes on the invoices listed on the statements.
This would assist calculating the costs of projects less the tax implications, especially for tax vendors.
4 votesHi Zolani, is there any reason you'd like this specifically within the customer statement?
Our Receivable Invoice Detail report may be of help to calculating the costs you're after, instead?
You can select to include Net, Gross or tax columns in the report so you can see the breakdown when the report is run. If you only need to view for a single contact you'll be able to add a filter where you can select the contact you'd like to run the report for.
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Sales invoice - Ability to create a without setting up a contact record
I need to create an invoice template that has free typing for the customer and address. We often have customers visit that are not our usual customers. We dont want to create a new customer every time someone comes in the door. We will allocate to Works (set up as a cutomer) but need a box to free type their boat name, address ect.
1 voteHi Andy, from your description it sounds like you may need to hold and track details of these sort of customers for a limited time? As you've found to do that atm you would need to create a new contact record. However, to keep things tidy you could look at adding a generic term or character at the start of the contact name and merging or archiving these every so often so you don't have too many contacts listed in your org?
While we'll get a sense of the interest surrounding this on the idea here I want to be open that we don't have plans for this sort of thing any time soon.
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Sales invoice | Merge - Bring through reference to new invoice
When merging multiple invoices in the new invoice format, need to be able to copy across the reference field to the new invoice.
6 votesTo double check I understand the flow you're using here, Bruce - Would this be when using 'Copy to' to copy multiple invoices to a single new invoice?
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Branding - Option to remove organisation Name and Address from standard invoice template
Standard invoice template should allow users to remove company name and or address within the tick box options - so that those printing on headed paper (containing pre printed logo and name and address of co) can adapt standard invoice easily and don't require advanced work of docx custom invoice to achieve name and address removal
2 votes -
Repeat template - Option to update template from Draft invoice
The repeating invoices that go to draft should have an option of saving for the next repeating invoice for that client. If you dont edit the invoice before it goes to draft eg: to increase an annual charge, then it does not save for the next time that repeating invoice comes up. Either that or give an option for a repeating invoice that has been delited to repeat again.
7 votes -
Repeat Invoice - Ability to discount by amount
When you create repeat invoices it only allows discount in % but when you create a manual invoice you can have discount in % or £. This should allow both for repeat invoices as well.
17 votes -
Invoices - Option to include credit note PDF when emailing invoices
If you send an Invoice per mail to a client, a credit note that is linked to the invoice should be attached to the mail with the invoice too.
Currently, you have to send two separate mails.
If you send an invoice, you have several check boxes like "add invoice as pdf". There should be the option "add credit not as pdf".5 votes -
Send invoice - Drop down to select email address
I normally send invoices to the main accounts email address and the person who actually ordered the service to let them know work is completed and invoiced. This was well supported in classic invoicing with a drop down list of the previous 6 invoices enabling to easily pick the appropriate person who ordered. This feature is not available in new invoicing and it is time consuming to search email address of the ordering person and copy to new invoice email, if this feature can be reinstated will be appreciated!
17 votes -
Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…
14 votes -
Sales Overview - View Outstanding invoice amount not Total invoice amount
Prior to the last update the upstanding invoices on the sales dashboard used to show amount outstanding. After the update it shows the total of the invoice. This is misleading as it is not showing the actual posts sing amounts.
I run a layby system in my shop and this new update although small is actually inconvenient as I now have to click into each invoice (many of my customers have various laybys ar one time) to see the actual outstanding amount vs total of the invoice.
Don’t suppose you could change it back??6 votesThanks for your idea, Lanie. Appreciate hearing how this would help you and the need in seeing the total.
We'll keep an eye on the interest from community in this. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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