Invoices & quotes

1027 results found

1. New Invoicing - Show quantity in Item drop down

   You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:

   1. When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.

   2. Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday. That is not what is happening. Instead it starts at some beginning of the month date and I have to navigate the whole month just to get to yesterday. Why is this so hard?

   3. Allow me to enter a payment right on the approved invoice page instead of having to open up another window. Currently that payment window is bare bones. Date widget isn't nearly as functional as even the broken one on the invoice page. Account drop down isn't as functional as the account drop down on the invoice page. Them require mouse clicks just to get things done. Can't navigate this thing with the keyboard. If the approved invoice had a place just to enter a new payment like the old one you'd be miles ahead. Why was this not done?

   4. On the item drop down in the invoice page please show quantities. This would be a huge improvement even over the old invoicing.

   You've finally forced us into the new invoicing. Lots of promises were made to fix what was broken with it. Unfortunately these promises are just as broken as the new invoicing. Here's what needs fixed:

   1. When a new invoice comes up automatically set the focus to the name field so it's ready to receive data. Have to click on it.

   2. Fix the date field. If I use the down arrow key it opens up the date widget But then using the left and right arrow keys should move the date off of the current date to either tomorrow or yesterday.… more

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.

   In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.

   • New Invoicing - Add Payment details on invoice screen
   • New Invoice - Cursor Default Position

   Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.

   I'll update the title of your idea here to reflect your last point on being able to view quantity from the Item drop down as it doesn't look like we have one for this atm.

   If any movement is made for any of these we will share a public status update on the respective idea.

   Thanks for your feedback, Randall. I want to assure you we're still working on features and improvements within new invoicing.

   In order for others in community to know what they're voting for and help our product teams get understanding of the specific changes our customers would like to see it's best that these are tracked separately on product ideas site. There are existing ideas for some of the points you've raised here.

   • New Invoicing - Add Payment details on invoice screen
   • New Invoice - Cursor Default Position

   Relating to your point on the date field - I'd recommend connecting with our specialists to confirm the behaviour that you're getting and the specific date field this is related to. Once you press enter or space after opening the calendar widget you should be able to use your keyboard arrow keys to navigate the calendar.

   I'll update the title of your idea… more

2. Invoices - Checklist templates to print and attach

   allowing users to create proffessional comprehensive mechanial & electrical checklists, printable files attachable to jbs cards
   job card creations with details on faults
   parts sheets for parts used & ordered

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Zachary, appreciate your feedback here however this isn't something we have plans for and not getting a lot of community support we will soon remove your idea from the forums.

   One way you could look to achieve this, would be to use description only lines within your invoices where you specify faults. You could also use the Packing slip option (available from the Print button) to export a PDF of the invoice that just includes the description and quantity of your lines.

3. Nab BookKeeper Intergrations

   Intergrating with Nab Bookkeeper

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Zachary, appreciate you sharing your feedback on how you'd find Xero even more powerful for your business.

   Being upfront we don't typically develop integrations ourselves. However we have a Developer Centre where interested parties can get information if they'd like to develop an integration with Xero.

   I'd recommend connecting with Nab bookKeeper to see if this is something they'd be interested in building and you're welcome to share the link above.

4. Accept Lightning Payments

   Xero can currently accept online payments however most methods have quite large fees and can result in chargebacks. BTC lightning payments have lower fees (almost nothing) and no chargeback risk. The ability to offer customers this would be great.

   There are a few SDK's to implement end-to-end lightning payments that are apparently pretty good such as this one:
   https://breez.technology/sdk/

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   3 comments  ·  Payment services  ·  delete…  ·  Admin →
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5. Would be good to ad payment machine to xero

   Would be good to be able to link your payment card reader to program so you could direct print invoice after customer pay by contactless using hims credit or debit card

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Lukasz, what payment provider do you use? Just incase you haven't seen we've launched Tap to Pay powered by Stripe which is now available in a few different regions.

   In terms of connecting to direct payment terminals, this would typically be through an integration. We don't generally develop integrations with applications ourselves however you may want to see if there's an integration in the app marketplace that works with your provider and could offer the services you're after here.

6. Joblogic integration - Selections for invoice status

   When syncing invoices from Joblogic to Xero, they post straight to approved status - can a feature be added so they can be posted to 'awaiting approval' to avoid dating errors on the invoices?

   Thank you

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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Parris, many of our applications have designed and built their integration with Xero themselves. They are best placed to engage with on any changes you feel could enhance your experience when integrating data from their application to Xero.

7. Linking Estate Agency software Alto to Xero
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Chloe, we don't generally develop integrations ourselves. Instead we have a Developer Centre where interested parties can get information and connect with experts that can help them develop and build an integration with Xero themselves.

   I'd recommend sharing this link with Alto to see if this is something they'd be interested in developing.