1099 results found
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Sales invoice - Discounts off total value
I need 'Invoice Value Discounting' where we provide a discount on nett price and a different percentage is applied dependant on the net amount. For example 5% applied on invoice of 250, 7.5% over 500, 10% over 750, etc. You would set these up in a table and you can decide which clients have IVDs
8 votes -
Sales invoice - Add Notes that are visible to the customer
Currently you can put titles and notes etc on quotes and invoices etc. However the client does not see any of this. This is critical to be able to add notes etc that don't belong on a line item
74 votesHi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.
Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.
For the time being, a couple of options that may be useful;
- Using only the description field of a line item to add additional details
- For more static messaging you could add the details to the payment advice of a standard template, or
- Add static text with an advanced template editing the template with DOCX
We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.
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Contacts | Quotes - View declined quotes for a contact from their record
Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.
Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.
8 votes -
Xero Accounting app - Ability to add & edit repeating invoices
In the app, it would be a huge timesaver if you could create repeating invoices. I spend most of my time in the android app and this is the one thing it's missing 🙂
8 votes -
Stripe - enforce autopay
Would like to be able to enforce Stripe Autopay instead of this being optional.
9 votes -
Invoices - Enter cents for an amount without inputting decimal point
It would be good if you did not have to enter the decimal place when entering dollar amounts. Just saves 1 extra key stroke but that adds up to a lot of keystrokes
2 votesThanks for your confirmation, Robert. I've just adjusted the title of the idea.
We don't have any plans for this at present but will track the appetite here.
Atm, when entering Expenses or Bills you may find some of the automation through Hubdoc, emailing bills to your org and the ability to enable receipt analysis within Xero expenses help reduce the need to enter these amounts yourself, too.
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Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices
The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.
The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts on invoices were not paid by…
23 votes -
New invoicing - Ability to add Account Code within the invoice
It would be helpful and efficient to be able to make or add an account code straight from the "account code" dropdown in the bill/invoice/journal without needing to go to chart of accounts to make a new one. Currently, users still need to go to the chart and then go back to the bill/invoice/journal but since this refreshes the page, it erases all the data already filled up in the invoice.
22 votesHi team, I'm pleased to share that we are moving this idea to In development. We know ease of being able to create new accounts while you invoice is useful to our customers and our team have a focus on this.
I'll be back to share when this is ready and shipped to you all 🙂
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Email templates - Increase limit
We require more than 10 email templates for our organisation, due to running multiple events and each needing a different message to go out with the Sales Invoice in the email body.
Please Xero can you review this, I'm sure it wouldn't be too difficult to change!
8 votesUnderstand the restriction on the current limits and appreciate your detail in how this'd help you, Kira. Is there an ideal # that'd fit for your business?
This isn't something we have immediate plans for atm but good to know when sharing your feedback with product.
For the time being, you'll need to apply a base template and can adjust as needed when sending individual items from Xero.
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Invoice Settings - Separate Number Sequence for Credit Note
Currently, in the Automatic Sequencing setting, the invoice & credit note share the same number sequence. However, for tracking purpose, we prefer to have a separate number sequence for credit notes. Therefore, would like to request an additional 'Next Number' field for credit note, which can come with an option to share or not to share the number sequence with invoice.
36 votes -
Sales invoices - Provide link to view unpaid invoices
email with 1-click link to list of unpaid/open invoices...
When invoices are sent from MYOB, the email includes a link to a webpage which individually lists all unpaid/open invoices. This a great feature especially for accountants when they get a statement and find they are missing an invoice (this link would also be a great option to add this link to statements!!).
Essential to not require signin or Xero to access
5 votesIs there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben?
Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here
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Quotes - Update default exchange rates in footer, when using custom exchange rates
I would like to suggest creating quotes in multiple currencies should be the same as setting the exchange rate. As currently when we choose another currency when creating a quote, while the exchange rate still appears as the custom rate, the exchange rate that appears on the PDF is the default rate. We should all be on the same page.
2 votes -
Sales Invoice - Ability to lock individual invoices and credit notes
Feature that only certain users can change invoices and credit notes after they have been approved.
Our client has had various invoices and credit notes changed after they have been approved and sent to customers.
4 votesTotally understand it won't suit all circumstances - With no current plans to add individual locks per invoice, perhaps the Invoice Only Draft role may be appropriate for some users and reduce the # of users in the org with the ability to edit approved invoices?
Another way to keep an eye on who which users are making changes to approved invoices would be to check the History & notes.
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Invoices - Show overpayment reference number on credit when applying to invoice
When an overpayment is entered while reconciling the bank transaction, the reference we enter while creating overpayment transaction should appear in the reference tab while applying the credit to an invoice.
7 votes -
Sales Invoices | Awaiting payment list - View Invoice Notes
When on the awaiting payment tab for invoices - having a small notes section visible so you don't have to go in and view each invoice to see if there are any notes. For example if an invoice is dispute and the payment expected date isn't known it would ideal just to see it at a quick glance.
21 votesHi all, thanks for supporting in this idea. For the time being this is something we're continuing to keep a eye on and track interest in, however there are no plans for adding notes to the Sales invoice lists for the time being.
I'll share if there are any updates around this with you all here.
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Sales invoices | Import - Option to create based on Customer Account number
Customer Name / Customer Account number - To import invoices the main criteria for the import file is the customer's name. We work with properties where the owner details change on a regular basis and we use the account number (which is also the erf number) to process invoices. Can a it be changed to give users the option to either use the account number or name as the main criteria for the import file instead of just using the account name.
15 votes -
New Invoicing - Add line number
Add a new field for "Row number" in customized invoice. So that we can see how many lines items in one invoice & fulfill client needs.
37 votesHi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks
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Invoicing - View invoice references when allocating credit notes
Reference column in the Allocate Credit to Invoice view.
Purpose: To save user's having to open the credit note to see what invoice to apply the credit to.
4 votes -
Sales Invoices | Imported from WFM - Assign Contact Currency default
WorkflowMax has no understanding of foreign currencies. We now have WFM clients that are being invoiced in either Australian or US dollars as opposed to the standard NZ dollars.
Before sending the invoice from WFM, we set up the contact in Xero to have the following information:
Under Financial Details: Currency = US Dollar
Under Sales Defaults: Sales GST = Zero Rated and Branding Theme - US Invoice
Please see two attachments showing the settings.When we send the invoice (Approved) from WFM to Xero, the GST and Branding Theme are correctly picked up but the Currency setting in Xero…
2 votes -
Sales invoice - Create project while entering an invoice
Make it possible to create a new project while entering a supplier invoice in a similar way that you can create a new contact if the one you want isn't there. At the moment if we are entering a batch of invoices and there is one that hasn't had a project created we have to create a new one in Projects first before we can continue.
3 votes
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