41 results found
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Invoicing - Remember default settings
New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
It's going to be very frustrating otherwise :)421 votesHi everyone, appreciate all the feedback you’ve shared about default settings in the new invoicing experience. It’s been really helpful hearing where remembering your preferences can save time and reduce repetitive clicks.
Since this idea first came through, a number of the suggested improvements have been added.
Your last selections for “Include PDF of invoice” and “Send me a copy” are remembered in your browser.
We’ve also introduced keyboard shortcuts, added contact group invoicing, and made sure that when you copy an invoice to the same contact, their contact defaults carry through.
As mentioned in my last update - we enhanced the invoicing grid which included updates to the hide/show column selector, so this now defaults based on the last selection of what to show.
We understand there are a portion of users within this idea that are interested in the Approve or Save buttons on an invoice…
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New invoicing - Page loading slow
New invoicing...Very slow page load speeds to both open/create a new invoice on the new invoicing platform...and also to add a payment.
Current wait time is 15-20 seconds per page load.
Ive cleared cache and cookies to no avail
I have uploaded some shorts on you tube for you to see the problem.
50 votesHi team, we appreciate all the feedback we've received from you here.
We're continuing to make changes and make updates across invoicing to enhance our customers use and experience when invoicing with Xero.
We do want to make sure we're understanding any friction points our customers are having where they encounter slowness in our products however it's best that you raise a case with our Xero Support team where our specialists have tools to get a closer look. They can troubleshoot appropriately, properly investigate and if needed escalate any issues.
While your feedback here's all been shared back with our product team, we urge you to come into our team via Xero Central if you're experiencing any ongoing issues with loading. Any detail you can provide on the actions you're taking when you experience slowness will help their investigation. Thanks
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Xero - Add integration with Dojo
Contact Dojo to arrange an integration with their card payment system as already done with Quickbooks
18 votesHi everyone, while we appreciate the interest this idea has received we want to provide an update here as interest for the development of new apps is best shared through our Xero developer community.
I've had a quick look however it doesn't appear that this has been raised through the forums here yet. Generally interested apps build and develop an integration with Xero themselves, however we are keen to understand integrations our customers are most interested in and see how we may be able to support those app partners in integrating with our platform.
While I have shared your interest here with our Apps team, in order to best take on board and keep you updated of any progress for this we'd recommend raising this with the team there. Thanks
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History and notes - Invoice has been unmarked as sent.
New Invoicing: in the History & Notes, an invoice has been approved BUT NOT SENT, then when the invoice is edited, a history note says " Invoice has been unmarked as sent " This is definitely not true. The invoice was never sent at this point, it was never marked as sent or marked as unsent. Please fix this incorrect Note in the History.
5 votesHello everyone, thank you for bringing this to our attention.
We understand that you've noticed an issue where the History and Notes indicate that an invoice is "unmarked as sent," but there are no subsequent updates detailing the sending process.
The product team is aware of this situation. To allow for a thorough investigation, we recommend that you raise a case with our support team.
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Invoice - Contact bank account details field on invoice
The contacts screen has the financial details Bank account i.e Bank account name, BSB code e.g. 123-456, Bank account number e.g. 1234567890.
However these are not fields on the invoice.
Xero help out and create these fields on the invoice.
5 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Quote Template - Condense to single page
Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.
This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…
5 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Branding - Add DOCX merge fields for the organisation's Phone Number and Email Address
DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates
5 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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You could stop doing updates that have a negative effect. I pay monthly for this service so that I may operate my business efficiently but u
You could stop doing updates that have a negative effect. I pay monthly for this service so that I may operate my business efficiently but you put through an update that takes away my bank detaisl from my invoice so that my customer can not pay me. So I do not get paid, how am I meant to pay you? Do not try to fix what is not broken. This afternoon you have cost me a sale and cost me time, this is not why I pay you, I pay you to make life easier which Xero was doing but…
4 votesSorry to hear your frustration here, Timothy. I appreciate you've posted in the Homepage forum, however it sounds like the issue you've noted is related to details shown on invoices sent to your customers.
I'd recommend raising a case with our Xero Support team where one of our specialists will be able to take a closer look into any recent changes that could relate to the bank details shown by the branding theme you have applied to your invoices. You can connect with our team by clicking the Contact Support button in the top right of the page when logged into Xero Central.
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unmarked sent
Invoices are being automatically "Unmarked Sent" even after manually marking as sent. This defeats the purpose of having notifications/reminders for clients. This needs fixing ASAP.
3 votesSorry to hear the troubles you're running into here, Ashton. If you're experiencing issues when marking invoices as sent, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Quotes - Retain quote number when creating invoice
We currently avoid using the quote function for our business case as we need to use the Inv/Quote number as the reference from start to finish for the job, but this means the quotes are actually draft invoices so sit in draft.
In MYOB there was the ability to retain the quote number as the invoice number when converted, It would be excellent to have this as an option so we could use the quote function.3 votesHi everyone, thanks for sharing your thoughts. We appreciate the need to have the Quote number retained as the invoice number. While this is not quite the direct functionality in Xero, it can be achieved by using the Copy to feature, which references the quote number. Alternatively, you can try updating the sequence of the invoice to match the quotes. We recommend raising this with our support team so they can further investigate this.
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Invoicing - fix behaviour when using Tab from Issue Date to Due Date
When I am in the Contact field and update the Contact and click Tab, the cursor moves from the Contact field to the Issue Date field and highlights the date in the Issue Date field.
After I update the date in the Issue Date field and click Tab, the cursor moves from the Issue Date field to the Due Date field, momentarily highlights the date in the Due Date field and then immediately moves the cursor to the end of the date.
It's annoying AF.
If I update the Due Date field and click Tab, the cursor moves from the…3 votesSorry to hear the troubles you're running into here, Sam. By default, when you press tab after entering the invoice date to move over to the due date, Xero will highlight the due date for you in the similar manner as it is doing for the invoice date and the invoice number boxes. If you're experiencing issues, or some thing isn't working as you'd expect it to, it's best if you could raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Invoice increase
On the basic plan you get 20 invoices per month. The next plan up gives you unlimited invoices per month but the gap you pay is far too much especially if your a small business that might require an extra 10 invoices on top of the 20 allocation on the basic plan. Make an option so you can buy an invoice pack of either 10,15 or 20.
2 votesWe appreciate your feedback, Fraser and this will be shared with our teams. However, we do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.
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Invoices - Add a notification when the repeating invoice ends
Get notified when a repeating invoice ends.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Statement - Generate customer statement balance report with multiple currencies that can be exported to Excel
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Quotes - Option to bulk add new lines, as you can in Classic Invoicing
hi, please add bulk item lines function in quotation as like invoice.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Invoices - Ability to add details on the Description field without appearing on the customer invoice
In our business, there may be multiple people helping on a particular project for a client. Currently, in order to have the income allocated correctly to each employee we have to enter separate items for each person. This then flows through to the invoice, showing all the amounts and items listed separately.
Would it be possible to look at a way that "behind the scenes" we can add multiple invoice items so that income is allocated correctly, but on the invoice it shows a single description and amount?
It just makes the invoice look more confusing than it needs to…
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Invoice Templates - Customize header for Paid Invoices
Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Invoicing - partially copy invoice
Hi Community, we need to have the option to copy part of the invoice when we are doing it, and then, copy that on the same invoice we are working, many times we need to invoice the same things to the same client but separate it by levels or offices into the same invoice, we can save a lot of time with this function when we are writing a big invoice.
Thanks2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Sales Invoices - Ability to set the void date
Invoice - Change voided invoice date
Ability to adjust the void date for a previously voided invoice.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Sales Invoice - Collate lines of a single invoice when exporting
When exporting invoices if an invoice has multiple lines in Xero it also appears with multiple lines on the exported Excel.
Can we have some way to collate the invoice lines onto one line on the excel?
Currently when exporting a bulk amount of invoices we have to manually combine lines on the spreadsheet for the same invoice. This can take a lot of time and often lead to mistakes as manual calculation is needed to get the correct invoice amount.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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