1027 results found
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Prepayment - Automatic allocation when an invoice is raised
It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.
We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.
It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are…
14 votes -
Invoicing - Print voided invoices
I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
I want to be able to print them as PDFs and the documents to be marked as voided.14 votes -
Quote - Button to Accept from email received
Create a accept quote button/link within the quote email template so clients can hit the button within their email client to accept quotes instead of having to view it online or missing it within the attached PDF quote.
14 votes -
Invoice - Discounts more than 2 d.p
This column is useful but could be improved.
As already noted in another existing idea, it would be good if there was a way to indicate whether the discount is per-item or for the line. As it stands, if there is a count, then to emulate a dollar discount on each item, we have to manually calculate the total discount for the line (number * $ discount) to enter the appropriate line value.
The percentage discount option is good also (as it avoids the above problem with specifying an absolute amount). However, it has a different problem in that the…
14 votes -
Invoice - Export invoice link
To include invoice link in column fields when exporting invoice details.
Reason: During times of audit, we will need to extract the invoices and it has to be done 1 by 1.
With this function made available, we are able to provide the links to the auditors in 1 click of a button.14 votes -
Go Cardless | Notification of Direct Debit failure
If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed
14 votes -
Sales Overview - Colour Code Listing
Can you colour code each row in the "Sales Overview > Invoices" based on "status" so that paid invoice listings are "green", waiting payment are "orange" and overdue are perhaps "red"? At the moment the "Sent" column is the only colour coded column which shows "green" whether the invoice is just "sent" or "viewed" which doesn't make it easy to know which invoice to chase for payment.
14 votes -
Credit notes - Negative symbol to differentiate from invoice
Now that the new Credit Notes have a white background the same as Sales Invoices it can be difficult to differentiate between the two. Can we please have negative symbols added to the Credit Notes to make it easier to differentiate from the Sales Invoices screen.
13 votesAppreciate your feedback on the new credit notes experience, Colleen. We'l strat to get an idea of the interest from other users that'd also find this helpful here.
Make sure to share this with any colleagues that'd also find this useful.
We'll let you know if there are any updates planned here.
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Invoicing - Insurance / Surcharge Line at Bottom of Invoice
Summary:
Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
Current LimitationAt present, any insurance recovery or surcharge must be entered as a standard line item. This:
Makes invoices look cluttered when the fee is not tied to specific products or services.
Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
Requires manual placement and formatting on each invoice, reducing efficiency and consistency.Proposed Solution:
Introduce…13 votesHi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
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Exclude Auto Save from History and Notes
Exclude new auto save updates from History and Notes. It made sense to save these when it was manual but now it just clutters the history so badly with every auto save creating a new entry.
13 votesThanks for sharing your feedback with us. Though not a direct solution of what’s being asked here we wanted to share that our product team has been focused on autosave improvements to help reduce lag, and help your invoices load and save faster.
As we continue to develop invoicing in Xero, our team will keep considering how autosave events are displayed in your invoice history. We'll share any future updates on reducing these events or providing more control over what you see, here. Thanks
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New invoicing - Issue date end of last month
In new invoicing the drop down issue date is today or tomorrow. I suspect "Yesterday" and "end of last month" would be helpful for lots of businesses who bill the day or month after a job is finished.
13 votes -
Email Templates | Remittance - place holder for invoice number
Email Templates - Supplier remittance to include a place holder option for invoice number.
13 votes -
New Invoicing - Add 'attach file' button at payment
Reducing clicks:
When applying a payment to a bill or an invoice, I usually want to attach a source document (image of check, confirmation of our POS system, etc.). Right now I cannot do it while applying the payment. Right now (in 'old' invoicing/bill) I have to instead apply the payment, find myself in the accounts transaction overview, go back to invoice, click on the payment I just applied and then I have to option of uploading/attaching a document. Very inconvenient.13 votesHi community, thanks for your input for the idea here. While we're in the process of releasing an update for applying payments to an invoice we want to be upfront here that this does not involve being able to attach a file when making a payment, from the invoice.
Once a payment is applied, you can click within the banner to 'View invoice' then on the payment link within the invoice where you can attach a file directly within the payment transaction.
We will continue to keep a track and share if there are any plans made around this idea, here.
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Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
13 votes -
Invoicing - Template invoice including an inventory item
Permanent inventory item on a specific invoice template
For example, we are an automotive repair shop
If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automaticallyThis would be a great way to save time as well as making sure everything is being charged out correctly
13 votesHi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.
On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here.
As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…
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Quotes - Line numbers for items in quotes
Not being able to enter an item # in quotes: This is a bad flaw in your software for people selling services and should be fixed. I People doing custom project services will not want to create new "products" every time they do a custom quote, they just want to add Item 1, 2, 3 and start typing work description
13 votes -
New Invoicing - Due Date option for End of this month
When creating an invoice and adding a due date, it would be handy to have the option of end of this month, so you don't need to click into pick another date.
13 votesHi team, while there's not a preset option for end of this month you'll find you can simply type the number e.g '31' into the due date field to populate the date for the current month.
Toward the end of 2024 we also made some improvements to the calendar picker within new invoicing so you can now easily access the calendar without having to click 'pick another date' which may also help some in the idea here.
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Invoice - Prefix in Date Format YYYYMMDD-01
Invoices - Prefix in Date Format
It would be great we could choose an invoice prefix in a date format that automatically updates each day. For example 20231123-01, 20231124-01 02 03 etc.
I track my invoices by the date in which I send them so this feature would save me alot of time instead of having to manually update the date in the invoice prefix each day.
13 votes -
Packing slip - Option to add phone number and email address
Please add customer email and customer phone to the Standard Xero Invoice Template Packing Slip. It can just go below the main address.
Thank you
13 votes -
Invoice templates - Set defaults for show/hide fields
When creating/editing an invoice with the new style, you can select fields to show/hide. We would like to be able to change these and set the changes as default - at the moment you have to go in and select the ones you would like to see every time you are editing an invoice. The main one for us is the discount column - we would like to see this on every invoice. Having this functionality to show/hide is good, but just don't want to change this every time.
13 votesHi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.
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