Invoices & quotes

1020 results found

1. Invoice Templates - Automatically update bank account details

   Payment information on invoices updates automatically from information held in the payment services section of Xero. Except, using the .DOCX templates, they don't update automatically your business's bank account details.

   Scenario - you accept invoice payments direct to your business bank account. Those details are included in the invoice template. You change your bank account details. You have to update each and every invoice template you have to show the new bank account details. However, if you change your Stripe payment information for example, that information is automatically updated in your templates. Why the different treatment?

   The different treatment of these types of payment information increases the chances of failing to correctly update your bank account details on all of your invoice templates. For example, you could forget to update a template or you could make a typo on one of them.

   Your business's bank account details should be entered in one place, and one place only (just like the other payment services) to reduce the likelihood of errors and to allow automatic updating of that information when it changes. Treat business bank account details the same way you treat other payment services.

   Payment information on invoices updates automatically from information held in the payment services section of Xero. Except, using the .DOCX templates, they don't update automatically your business's bank account details.

   Scenario - you accept invoice payments direct to your business bank account. Those details are included in the invoice template. You change your bank account details. You have to update each and every invoice template you have to show the new bank account details. However, if you change your Stripe payment information for example, that information is automatically updated in your templates. Why the different treatment?

   The different treatment of… more

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   submitted  ·  2 comments  ·  Invoicing  ·  delete…  ·  Admin →
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2. add reference field into the subject of a receipt email

   I would like to be able to add our reference field to the receipt subject & possible the body email so the customer can tell what the receipt is for at a glace.

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3. New invoicing - Simplify process for allocating Credit

   When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.

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4. New invoicing - Inbuilt calculator when posting payment

   New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the Pop out screen won't allow math.

   New invoicing is missing the mark by getting rid of Classic Features. I can no longer do math when making a payment. I will often post a partial payment ie: 50% payment, I can add /2 or *.5 after the prefilled amount. I can no longer do this in New Invoicing. Why get rid of features? So frustrating now that Classic Invoicing is gone in less than 50 days. It was much more efficient to have add payment at the bottom of the invoice opposed to jumping to the top of the screen to add a payment, and now the… more

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5. Applications and invoices for construction company

   Have the ability to post a application before the invoice is received.

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Danielle, when you say you'd like to post an application. Could quotes potentially be a fit for this purpose here? Otherwise could you share a bit more detail on what would be needed to record the application in Xero.

6. Stripe - Improve ACH bank transfer to include current balances/overpayments

   I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.

   ACH Payment Process Concerns
   Overpayment Issues

   One of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can lead to complications.

   Example Scenario
   Let me illustrate with an example:

   • A client is billed $250 monthly
   • The payment link only allows for a $250 payment
   • The client owes a total of $750 and wishes to pay the full amount
   • When paying $750 through Stripe, only $250 is applied to the invoice
   • The remaining $500 sits in the Stripe account, unallocated

   This situation creates unnecessary complications and additional fees for both the business and the client.

   Suggested Improvements

   To address these issues and potentially save businesses significant amounts in fees, I propose the following enhancements:

   1. Include Current Balances: Display the current total balance owed within the invoice payment links, not just the single invoice amount.
   2. Allow Flexible Payment Amounts: Enable clients to pay any amount up to their total balance due, rather than limiting to a single invoice amount.
   3. Automatic Application of Funds: Develop a system to automatically apply excess payments to outstanding invoices in Xero, rather than leaving funds sitting in Stripe.

   Current Workaround and Its Drawbacks

   The current workaround involves creating a new invoice in Stripe to allocate the excess funds. However, this solution is far from ideal:

   • It incurs additional fees (0.50% of the total amount)
   • It results in duplicate invoicing (in both Xero and Stripe)
   • It creates unnecessary administrative work

   Impact on Businesses

   This issue is likely affecting many of your clients, potentially costing them millions in unnecessary fees. It also creates inconvenience for both businesses and their customers, as they must now pay each individual invoice link separately to avoid these complications.

   Call to Action

   I strongly urge you to prioritize addressing this issue. Implementing a system that shows current total balances and allows for more flexible payment amounts would significantly improve the user experience and demonstrate that Xero is looking out for its clients' best interests.

   In the meantime, I find myself in the unfortunate position of having to advise my clients to pay each individual invoice link separately, which is inconvenient and time-consuming for all parties involved.

   Thank you for your attention to this matter. I look forward to seeing improvements in this area that will benefit all Xero users.

   Sincerely,
   Michael Joseph

   I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.

   ACH Payment Process Concerns
   Overpayment Issues

   One of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can… more

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7. Brand Templates - Interactive

   Ability to create invoice templates interactively via Xero rather than through a word (.Docx) file.

   This would allow ease when creating invoice templates for myself as well as clients

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8. Invoices/Quotes - Customise link to view online, rather than showing the full URL

   It would be great if you could customise what text is displayed with placeholders on the client end, for example, for the [online quote/invoice link] options, I'd rather they could be displayed simply the other end, instead of the long web link which looks a bit spammy...ie 'please access your quote here' - and it's 'here' that links - as a normal hyperlink would

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9. Quotes - Make 'invalid account' warnings appear in a new window

   When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back to the quote, it takes you to a new and empty quote. Can you please stop doing this? If you need to take us to a new account code window, make it a separate and new window. Please.

   When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back… more

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10. Invoices - Filter and Download Specific Invoices in Customer Statement

    I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.

    For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.

    It would be incredibly helpful if the SOA report could include a filtering option where users can select invoices by their type or status before downloading them as a PDF. This would eliminate the need to manually sort through the entire SOA and improve overall efficiency when managing accounts with multiple revenue streams.

    I believe this feature would significantly enhance the functionality of the SOA report and make it more customizable to suit businesses with diverse invoicing needs.

    Hope to see this feature in a future update.

    I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.

    For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.

    It would be incredibly helpful if the SOA report could include a filtering option where users can select… more

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11. New invoicing | Online invoice - View supplier ABN

    Why does the Supplier ABN not appear on the online invoice view? We now have to download the invoice as a PDF to see the ABN. This was not an issue with the Classic view.

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12. Invoicing | Payment - Show invoice details by default

    Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.

    Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.

    As it stands I have people who think I'm invoicing them with no explanation and no line items. For every 1-2 who ask, I'm sure there are at least 1-2 more who don't.

    Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.

    Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.

    As it stands I have people who think I'm invoicing… more

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13. New Invoicing - Shading & Colour

    Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.

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14. Invoice Payments - Show bank account details with pay by Credit Card option

    I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!

    According to Xero support, it’s impossible to change this view for customers:

    "As these small changes were requested by many users to show an invoice summary, your customers will need to select 'Show Invoice Details' to view terms & conditions and any bank details included. The invoice view in the email link you send is a default and cannot be customized at this time; however, our product team is continuing to explore ways to update layouts for a more positive user experience."

    I would like to know who these users are who requested that bank account details be hidden from customers. Or is this another instance of gaslighting from Xero?

    I don’t understand why Xero would make these changes, which negatively impact my business. Customers have pointed out that it appears we’re encouraging payment by credit/debit card, which incurs a commission fee—a fee that benefits Xero, as they receive the surcharge! Why should our business face negative customer feedback because of Xero's design decisions?

    I would like the ability to choose how my clients view their online invoices. It’s critical for our business that customers have all the necessary information to make payments accurately! We use third-party software to create and email invoices to customers, but Xero does not allow us to add a PDF, so customers can only view the online version, which hides our bank account details and payment terms!

    I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!

    According to Xero support, it’s impossible to change this view for customers:

    "As these small changes were requested by many users… more

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15. New Invoicing - Move the "add last items" option

    Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.

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16. Invoicing / Quotes - Omnipresent 'Save' button

    Please make the “Save Button” omnipresent, so it hovers/tracks the page and wherever the user is working, while building Quotes & Invoices...

    I keep having to scroll up to the very top of the page, in order to hit “Save” - and found when moving too fast, i can accidentally skip back, losing changes, and then having to start again.

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17. Payment service - Ability to test stripe integration

    Allow Xero to connect to a Stripe Test account, so we can create a temporary Xero account and test the Stripe integration, knowing completely what it will do with other integrations, how to train staff and manage edge cases of transactions.

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18. Hubspot - Link to Hubspot deal via Xero invoice

    Hubspot integration in Xero; a link to the Hubspot deal via the Xero invoice, so that the relating deal can be found more efficiently.

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19. Sales Overview | Invoices - Add View Option similar to Bills UI

    View Invoices in the Invoices menu - Add View Option

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, it's great to hear how useful you find the quick view in bills and how this would be helpful on the invoice side to help you quickly process invoices.

    We don't have immediate plans around this but are keeping a watchful eye on the interest from the idea here and will be sure to let you know if any plans are made. Thanks

20. Customer Statements - Totals for each column

    It would be useful to look at an activity statement to see how much a certain contact has been invoiced regardless of whether they have paid or not. At present, I can only see outstanding balances.

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