1005 results found
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Repeating Invoices list - View total amount
Hi
On the repeating invoices tab, can we please have the total amount showing of repeating monthly invoices.. Just as it shows the awaiting invoices value on that tab.
This will help business keep an eye on their recurring value income.
13 votes -
Sales Invoice - Print each customer's payment term on tax invoice
Does Xero have any plan to put the payment term feature showing on tax invoice in near future? Currently, we setup on each customer record. But the payment term is not printed automatically for each customer. Hope to see this feature soon on all printed invoice.
5 votesHi Emily, there's no way or immediate plans for enabling differing payment terms per contact on invoicing atm.
Right now, if you have differing payment terms for different sets of customers, they way to represent these differences would be through the use of invoice templates.
You can then set a default branding/template to be applied to each of your contacts which'll be auto applied when you raise and send an invoice for them.
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Invoices: Receive a notification when customer has viewed invoice or quote
To receive a notification when customer has opened or read quote or invoice. That way you know they have been received and there is less emphasis on following up.
42 votes -
Quotes: Generate as legal 'Estimate' instead of quote
I believe being able to update all fields to show the word Estimate rather than Quote would be extremely beneficial. I have been able to update all except for the wording of Online Quote Link
16 votes -
Invoices: Customise items in 'Due date' dropdown list
Currently, when creating an invoice, the payment terms dropdown gives you the following options:
- Today
- 7 days
- 14 days
- EOM +1
- EOM +20
- end of next month
I would like to customise this list; the Australian government has recently brought in payment standards of 5 days if sent by e-invoice and 20 days if not, for all invoices sent to all non-corporate Commonwealth entities (including Defence) and neither of those are amongst the standard options. This means that I have to manually change the due date based on the contract for every invoice sent,…13 votes -
Sales Invoicing/Files - Enable Seamless Attachment of Files Inbox Documents to Sales Invoices
Ability or setting to default include files attached to an invoice when sending from Xero
Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice
516 votesThanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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Quotes: Hide line item cost
When we create quotes we do not want the individual cost to be sent to the client as we may increase or decrease price depending on actual needs. Therefore I would like to send a quote with all the products/services itemized but not individual cost just a TOTAL?
25 votes -
Quotes - View Inventory Item Cost
See Inventory Item Cost when doing a Quote. I would find it helpful, when doing a quote to a customer, to see the cost of the inventory item I am quoting on. Of course, it should not appear in the final quote going to the client, but seeing it, would give me more confidence in doing my quote and make it a lot quicker. Thanks
15 votesHi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
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Batch Deposit - Include over/pre payment when creating batch
Batch Deposits: allow adding over-payments and pre-payments to a batch deposit from the Invoice > Awaiting Payments tab.
Currently a bank deposit that includes over-payments or pre-payments will not match recorded batch deposits because over-payments and pre-payments cannot be added to batch deposits. This causes a lot of wasted time communicating with client accounting staff to understand how to reconcile the variances.
52 votes -
Notification - Alert when e-invoice fails
Very very occasionally, sending an e-invoice will fail. When this happens, currently the only way to find out is to follow up with the client about their unpaid invoice, find out they never received it, go into the individual invoice and look at the history. An alert would be very useful.
5 votes -
Invoices - Add Line items to advanced templates
Include an option for adding line items in advanced templates
5 votes -
Quotes - Ability to set default for Discount by % or amount
While it's nice to be able to enter a fixed value discount in our business we use % discounts only. We find the new quote discount field feature that requires a % for the discount or it defaults to $ amounts is causing us to make errors. This is especially confusing as it use to default to % and the invoice still does. I have a couple of suggested updates:
- Create a site wide setting to choose whether your default is $ or %.
- Include a dollar symbol when it is a fixed amount discount to highlight it's…30 votes -
Invoices: Option to only show item code in item column
Invoice setting: There should be the ability to remove the Item Name from the Item column when creating or editing invoices.
Currently it is not possible to show only the items code.9 votes -
Sales invoice - Separate status for when credit applied
In Xero a receivable invoice status is shown as paid whether it is actually paid or whether a credit note is applied to the invoice.
Can a new status be added to show when an invoice a credit note is applied, for example "Credited".
This will help identify actual payments received vs credit notes issued13 votes -
Bills and Invoices: Shortcuts to scroll up or down page
The only way of moving (using the keyboard) within an invoice or a bill table at the current moment is by using the enter or tab key. These two keys allow you to move horizontally.
Many times I found myself wanting to move vertically instead! Could we have one key that will do just that?
A similar feature is already present in 'cash coding' and makes the experience of reconciling way smoother. What about invoicing and bills?
5 votes -
Invoices: Bulk add attachments to many invoices
Add attachments to draft invoices in bulk. E.g add the same attachment(s) in a single step to multiple draft invoices
28 votes -
Invoice Branding - Increase limit from 15 Custom DOCX themes
There is no reason to have a limit of 15 Custom DOCX Branding Themes (when those are needed to be used as RCTI). Organisations that issue RCTI do so for many clients so why limit it.
22 votesHi community we appreciate your feedback on the limitations of branding within Xero right now. While we are looking into improvements to branding and simplifying how customers customise their invoices, we don't have any plans at this stage to increase the # of branding templates that can be set up in the short term.
In consideration of those in the discussion who's workflow consists of creation of recipient created tax invoice, Xero does not currently have a feature to directly support these transaction types, however we have an idea specifically for this that you may be interested in adding your support to. This is not something we have plans for right now, but we are watching the feedback for this and will share if there's any updates, there.
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Repeat Invoices - Ability to use Sales tax lookup(US)
There needs to be the option of including the sales tax lookup feature on repeating invoices. All of our subscription based monthly invoices are taxable in states where we have met the Nexus guidelines and therefore we will have to begin manually creating each invoice on a monthly basis which is extremely time consuming. It's hard to believe that this issue has not been raised before.
7 votes -
Advanced templates - Font for Thai language
Custom Invoice Template did not work well for Thai characters. I've used Tahoma font as suggested on https://central.xero.com/s/article/Change-font-layout-and-column-headings-on-invoices-quotes?userregion=true#Useforeignlanguagecharactersininvoicesandotherdocuments but the characters above and below letters are not display properly.
Please find the attached for your reference.I would like to ask for a font that can work well with Thai characters on invoice template.
5 votes -
AU Invoices: Generate invoice from approved timesheet
Hi Team Xero,
Is there any possibility of creating invoices from the timesheets?
3 votes
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