1029 results found
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Sales Invoices - Field for Customer's Purchase Order Number
Adding customer’s purchase order number in the sales invoices.
Purpose: because some companies will not pay an Invoice without a PO, so it’ll make users’ workflow easier when they can search #PO to find the right invoice.
219 votesThanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.
We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.
While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.
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Settings - Unique Reference Number for Transactions
Ability to add unique reference numbers to transactions so that user can search by the Xero reference number.
Purpose: Will be helpful in identifying which transaction belongs to the paper copy of the invoice in a client's records
28 votesHi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms…
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Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
81 votes -
Invoices: Repeating Invoices - Bulk Import/Export
Ability to import/export invoices in bulk.
Purpose: It’ll save users time rather than having to create each one individually.
294 votesHi community, we appreciate your feedback here. We understand how valuable bulk actions would be for updating and processing repeating invoices, especially when you're managing changes at scale.
While this work isn’t currently roadmapped, we recognise this as a gap and it’s on our team’s radar as we look at the future of repeating invoices. If there’s any news or progress to share, we’ll be sure to update this idea.
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Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes
Ability to add custom fonts for standard invoice themes.
Purpose: To have a better branding for users’ business.
68 votesHi team, you'll have seen that we have introduced a new Invoice template editor that will soon replace the Standard branding in organisations.
While fonts are limited at present, and we don't have intentions of developing the ability to support every font imaginable our product team are very interested to know if there are specific font's your business would typically use and like to see added.
Please do share in this thread and I'll keep you updated if further options are added to the new Invoice template editor.
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Notifications - Alert when an invoice has been paid
Ability to have an alert in Xero when an invoice has been paid.
Purpose: Users can easily be reminded. Which will make it easier for them to order the product/stock for their business when they know that they have been paid.
205 votesHi community, thank you for feeding back about how a paid-invoice notification could reduce manual checking and follow-ups, as well as help you move orders forward once payment is received.
Our teams have done some initial discovery and are looking more broadly at our notifications framework across Xero.
To be transparent here - a notification specifically for when an invoice is paid isn’t in our near term plans at this stage, but we’ll share an update if there’s meaningful progress as notifications continue to evolve.
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Overpayments - Email/Print
Ability to email and print overpayment receipts from Xero.
Purpose: Some accountants need to print and email overpayment receipts from Xero, and having this feature will make their work easier.
120 votes -
Sales Invoices- Flag as 'in dispute / query'
Ability to flag an invoice or bill when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice/bill when it is currently 'under query/dispute' in error.
540 votesHi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
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Sales | Notification that invoice sent/not sent
To be informed of the status of mail sent from Xero
Purpose: Identify contacts that mail is not getting to, and ability to validate if information has been received by contacts33 votesHi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
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Xero Mail - Send as @company-name.com not message-service@post.xero.com
Ability to make an email sent from Xero appear as @company-name.com instead of message-service@post.xero.com, when users send an email to their client/customer.
Purpose: To provide more validity when sending communications from Xero out to clients/customers and avoid items ending up in Spam/Junk mail.
485 votesHi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.
We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.
As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.
We’d really appreciate your input on the following questions, either…
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Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms
Ability to set up multiple due dates for payments/deposits.
Purpose: payments and deposits can be spread throughout different dates.
208 votesHi everyone, thanks for continuing to share the details behind your workflows here. We wanted to return with a meaningful step forward for this idea. As some users may have seen, we’ve released the ability to request a Deposit in Xero!
Enveloped in this we recently made an improvement to this so businesses can now set a specific due date when creating a new deposit, and that due date is shown clearly on the deposit request your customer receives.
We appreciate this doesn’t yet deliver the fuller outcome many of you describe here, such as multiple due dates across a full invoice, broader instalment-style payment schedules, or trade-term arrangements on a single invoice. But it's progress in this space.
I’ll be back to confirm once Deposits is completely released to all markets and share how we plan to evolve this further.
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Invoices - Xero to Create/Assign invoice number when importing
To make have Xero fill the invoice number automatically when customer importing invoices.
Purpose: To save users’ time rather than having to supply their own invoice numbers.
63 votes -
Repeating Invoices - Generate invoice before invoice date
Ability to make repeating invoices to be generated to an earlier date without having to change the setup.
Purpose: Users’ can sometimes ask their customer/client to pay the invoices earlier.
254 votes -
Invoice Templates - Standard Invoice Branding Theme to look more like Online Invoice
Ability to replicate standard invoice branding theme appearance to look like online invoice.
Purpose: To make the standard invoice appearance better and more presentable.
37 votesHi everyone, we're excited to share that we are in the process of releasing a new experience for branding with the new Invoice template editor!
Eventually replacing the Standard branding experience, the new editor allows you to customise and personalise the look of your invoices in a simple form, with a side by side view so you can instantly see how changes will look on invoices sent to your customers. This is in the process of rolling out to all regions, already readily available in AU, NZ, US and the UK. 😊
I'll be back to share once the roll out is complete.
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Invoice - Prompt Payment / Settlement Discount
To apply a prompt payment discount/settlement discount to an Accounts Receivable invoice from the match items screen in the Bank Reconciliation.
Purpose: So users can offer early discounts to vendors/suppliers without needing to do manual credit notes or editing the invoices.
418 votesHi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
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Invoices - Reuse invoice number if voided
Ability to reuse invoice number if voided, so the next invoice will use the number from the voided invoice.
Purpose: Ease of reference and to make the list of invoices cleaner to manage
172 votes -
Organisation settings: Email Templates - HTML template to send with invoices
Ability to create email templates using HTML.
Purpose: It’ll make users’ able to edit the email templates easily, especially when inputting their company logo.
69 votesWe appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
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Contacts - Custom fields on invoices and contacts
Ability to add a custom fields to a contact record that is able to be displayed on invoices
Purpose: Ability to include more information that’s unique to customers/business/industry that assist the transaction and relationship between customers
705 votesHi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
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Invoice - Add notes/comments line item
Ability to add 'comment' only lines on invoices that run the full width of all the invoice table boxes.
Purpose: Users often want to add some comments specifically to a client in the line item.
146 votesHi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
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Sales Invoices - Issue progress payments on invoices for project/instalment
Ability to issue progress payments on quotes /invoices to percentage claim certain items or expenses.
Purpose: Users can see the progress of the payments from their customer just from one invoice instead of sending separate invoices.
252 votesThanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
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