1017 results found
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New invoicing | Send - show amount owed rather than invoice total
When emailing a sales invoice which has a credit note applied, the basic email template text should quote the amount owed MINUS the amount of the credit note. The email is incorrect with regard to the amount owed, and customers often erroneously overpay.
7 votes -
New invoicing - Ability to set 'days due' when sending invoice
An option to see how many 'days' due in preview section for the new version of invoicing
Could we have an option in xero please to select 'due 30 days' from when we approve/send an invoice ?
In the classic invoicing when you preview it (before approving and sending it) it would always say how many 'days' it is due as well as the 'due date' this helps as we expect payment within 30 days of the customer receiving the invoice not 30 days from the invoice date.7 votes -
Branding - Option to Archive invoice branding themes
Branding Themes (in Invoice Settings) that are templates for Invoices, Statements, Purchase Orders, Quotes, Remittances, you name it, can only currently be 'deleted' when no longer required (ie, if a staff member resigns). BUT, individual staff themes have generally been attached to a transaction and once that 'theme' is deleted, you lose the history/audit capability. Being able to ARCHIVE instead will maintain the integrity of all the 'theme' template data it was use for.
7 votes -
Invoicing - Add attachment to sales invoice notes
Include the option to add an attachment to a sales invoice note.
Would be helpful for credit control purposes.
7 votes -
Quotes - Email Quotes into Xero to convert to purchase orders
Just like we can email a bill to Xero for editing and posting. I would like the ability to email a quote to convert it to a purchase order please
7 votes -
Invoicing - Option to email invoice as a CSV or PDF
It would be great to have the option to email a customer invoice as a csv or pdf or both. We are getting an increasing number of requests to send the csv version of invoices for our customers and this is currently quite a manual process to email the exported invoices.
7 votes -
Invoices - Payment Terms to include a "day(s) after the end of the bill week" option
It is far more common place and practical to set a give day of the week to send payment batches. I would assume that most businesses are not firing off payments every day of the week for every individual invoice (ie based on x number of days after invoice/bill date).
That being said, I also believe it is far less common to be offering or to be offered payment terms of old (ie x days after EOM).
It is and has been common place in our industry for more than 20 years, that suppliers provide payments terms of x days…
7 votes -
Search - By Project Name when searching for invoices
Search Job name when searching for invoices
The search function should be consistent across all search. If you can search for job name or part of job name in Search, you should be able to search for job name in Business/Invoices. This brings consistency to the search function.7 votes -
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 -
Ability to switch Xero feature off for invoice/billing - prefilling account code
Have come across Xero "feature" of auto filling the account code on a bill, however the code Xero put in had nothing to do with the expense and never has been. The ability to switch this feature off so clients have to actually look for the correct code would be beneficial.
7 votesHey Lyn, thanks for suggesting this idea!
Xero will use your defaults accounts for a supplier or the inventory item to assign a pre-selected account code to the bill you've created. You can read a bit more about that here.
Just to clarify, is this the feature you're referring to? If so, it's possible to disable this by not entering in defaults for the items or contacts in question 😊
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Reporting |Credit Notes - Date allocated
When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.
In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed…
7 votes -
Invoices - Add Line items to advanced templates
Include an option for adding line items in advanced templates
7 votes -
Quotes - Attach file from library
The upgraded Quotes layout does not allow me to attach pdf's from the Files Section.
The only way to do this now is to download pdf from Files. Open Quote and Save it. Upload pdf.This has significantly slowed down the workflow - please can Xero Quotes be able to add attachemnts from Files and before Saving.
7 votes -
Xero Accounting app | Invoice - Ability to reorder/sort invoices
Please could you enable the option of re-ordering an invoice on the mobile app. Sometimes invoices need to be changed or additions to be made to specific dates. For example, if I want to amend my invoice and add a charge , I would like to be able to press a re-order tab, to make all items billed live, so I can move then up or down the invoice. It is not a new idea, a lot of payment software have this as standard.
7 votes -
Invoice: Add 'Select Branding Theme' to print PDF button
Invoice - Add ability to "Print PDF" button to select which Invoice Branding Theme to print regardless of the Branding Theme assigned to the Invoice.
Use Case: Business has products which are legally required to be sent to a third party. White the invoice being sent to the customer is a full invoice, a reduced version is included for this third party. With current functionality, we have to Edit the Invoice, Change the Branding Theme, Print the PDF and then edit the Invoice and revert the Branding Theme back to our standard.
Unlike the "Invoice Options" dropdown button, I'm suggesting…
7 votes -
Invoicing | Default Invoice Date to last entered
It would be nice when entering transactions, for the date field to remain as the last entered date, at least while staying on the transaction page. It is frustrating having to enter the date each and every time when entering transactions. I understand a lot of people are working in there, in real time, and that it is beneficial that the date is always "todays" date, however, when entering stuff for a client from the previous month, this gets annoying.
7 votes -
Online Invoice | stripe - Allow customer to save their card on file when making payment
I'm invoicing through Xero and I want to allow customers to save their card on file in my stripe account when they pay an invoice.
This way, we can bill them again in the next cycle. We deal with metered pricing, so the value of the invoice is different each month based on usage.
7 votes -
Shopify Integration - BNLP providers (such as AfterPay)
Better integration with Shopify including BNPL providers like AfterPay including syncing across their fees.
7 votes -
Sales Overview - Make Tickboxes available in the All tab
Add the tick box in Sales Overview > Invoices > ALL tab
We want to bulk upload all invoices for the week in 1 file regardless of the status (paid/unpaid). We couldn't at the moment because of the absence of the tick boxes in the ALL tab.
7 votesRounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA
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Branding - Merge field for invoice tax total on DOCX Statement templates
If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.
7 votes
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