1027 results found
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Customer statements - Print in Landscape
Can we have an option to print to pdf statements in landscape as well as portrait?
for example the screen in xero when I look at the statement shows the invoice reference in full but when you download this to PDF the reference gets shortened. This is an issue when the reference is a PO number and then you don't see all the PO number on the PDF version, for some customers they will not accept the PDF statement because of this17 votes -
Invoices - Make Due Date non-mandatory
There doesn't seem to be an option to delete the due date on sales invoices, my client doesn't want this to show on their sales invoices so it would be really useful if this could just be excluded
17 votes -
Invoice - Add Preview option to Repeating invoices
Repeating invoices do not have a preview or print to pdf option so that I can make sure my invoices look correct. Please add
17 votes -
Quotes - Support for quotes with rates but no quantity
Ability to remove value from online quote. This will allow templated quotes to be used where a total value isn't used and individual pricing is set per task. Dependant on the job there are specific rates per brick etc. Which is calculated at the end of a job bet the rate is set at the start therefore we need people to accept our quote (rates) but the total (quantity) wouldn't be determined until job completion.
17 votesHi community, while we appreciate your idea here we want to be open that we don't have plans for implementing this change any time in the near term.
If you'd like to enter a quote with rates and no quantity an option could be to specify the detail of the calculation for jobs in the 'Summary' field.
You could set up a separate branding theme to be used specifically for your quotes to alter which fields are shown, and when entering the amounts you'd use the Price field to signal the rate and leave the Qty. field as '0'. This means you'll still have a price set per line of your quote but the total amount of the Quote would be '0' and determined at the completion of the job when you copy the quote to an invoice and enter the Qty.
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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 -
Sales Invoice - Option to 'Approve and add a payment'
I often collect cash payments that I then create invoices for, rather than having to click on Approve then click on Add payment, it would be great to have the option to Approve and add payment in one click.
17 votes -
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.
17 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 issued17 votes -
Sales invoice - Include inventory item details in billable expense
When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.
17 votes -
Quotes - Ability to keep description when a quote is copied to PO
Ability to keep description when a quote is copied to purchase order.
Purpose: To save time from having to re-type the description again.
17 votes -
Statements - Send statements via SMS
Send statements via SMS as well as email
16 votesThanks for sharing your idea of using SMS as a delivery option for customer statements.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Quotes - Show as Estimate in addition to Quote
We would like the option to provide an "estimate" for our Customers, rather than a quote. In our industry, we don't know exactly what items will be required, until we have started the job. If we give our Customers a quote, they expect us to honour the price quoted. An estimate gives us more flexibilty with the specific items we need to order and charge for.
16 votesThanks for sharing your idea, and letting us know the changes that matter most for you. While this feature is not possible at the moment, you are able to use an advanced invoice template to show the quote name as Estimate. You can then switch between either one of the branding themes for when you want it to show as an estimate.
We’ve reviewed your idea and now it’s up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoices - One-click to Approve, Mark as Sent & Email multiple invoices
It would be great to have a feature to Approve, Mark as sent & Email multiple invoices in one click from the Awaiting Approval Tab. We use a program outside of Xero to add invoice details & amounts and then export to Xero for approval and emailing. At present we have to take two steps to achieve the Approve, Mark as sent & Email result.
16 votesHey Nikki, thanks for sharing this idea.
Now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too.
In the meantime, it is possible to bulk Approve invoices from the Draft tab. Once this is done, you'll get a message where you can click 'View invoices' and select them all to then Email.
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Quotes - Send quotes by WhatsApp
As with invoices could you add this function to quotes as well to make things easier
16 votesThanks for the interest in this idea, everyone. We appreciate some customers use other apps to regularly interact with their customers including Whatsapp, and are continuing to pay close attention to the support for this idea.
If there's any news we'll share with you all.
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Invoicing - Email receipt from within Invoice
At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.
If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.
Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the bottom…
16 votesHi everyone, returning to the idea here there have been a few changes since this was raised that may solve your needs.
Our new Invoice template editor has been rolled out to all regions which also allows you to customise the invoice title. Meaning you could have a theme that was completely dedicated to 'Receipts'.
When you want to send a receipt to your customer you would need to adjust the branding on the invoice to then send with this template.
Right now, although the online invoice would show as Tax Invoice, if you include a PDF this would show with your customised Invoice title.
Also the email template has been updated for Paid invoices so this will now just show 'View Invoice' when it has no balance to pay.
We appreciate this is not the complete solve that has been asked here but hope these changes may help with…
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Credit Note Discount
Currently there is no discount field on the credit note form which creates a fundamental flaw in the xero system. If you look at the attached invoice report you will notice that all credit note entries have no amounts in the discount column even though they all have discount. This overstates the discount amount when you calculate the total discounts because there are no discount credit amounts to correct the discount. We recommend adding a discount section to the credit notes form to correct this as the report is incorrect without this.
16 votes -
Repeating Invoice - Update template if contact email address is changed
Repeating Invoice - Update repeating invoice if contact email address is changed
Cant add vote to original post since status changed to "Not Planned" so escalated!16 votes -
Stripe - Revert back to one Stripe Bank Account in Xero rather than requiring two accounts
Last week, against my wishes (and against Xero Support's own knowledge), Xero System Generated a second Stripe bank account in Xero.
I already had a Stripe bank account in Xero that was working fine, it had a bank feed for payments processed via Stripe from other software, and it would have the bank feed and create the payment and fee Xero transactions for payments processed via Stripe on Xero invoices.
I don't want two separate Stripe bank accounts in Xero for my one Stripe AUD account.
Why does Xero do unhelpful things like this?
16 votes -
Invoices - Add placeholders to invoices
It would be great if you could use placeholders in item and in the general text of an invoice. I know this feature is available in recurring invoices but would be great if we could add to all invoices.
16 votes -
Quotes - Create one invoice from multiple quotes
Ability to consolidate multiple quotes in to a single invoice
16 votes
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