11 results found
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Branding Themes - Toggle to hide delivery address by default on invoice branding themes
The ability to remove the delivery address on an invoice theme would be really helpful. Currently you have to untick a box on every invoice but this could be made a permanent feature on the branding theme invoice templates. A simple toggle to turn off and on would be really helpful. Saves having to remember on every invoice to untick the box.
17 votesThanks for raising this suggestion, Beatrice. There’s already an organisation-level setting that lets you control whether contact delivery addresses are automatically displayed on invoices. Go to Sales settings > Invoice settings > Sales Preferences and turn off Always display contact delivery addresses on invoices.
This means you won't need to manually untick the delivery address option each time you create an invoice. As this is already supported in Xero, I've updated the status for this idea.
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Edit an Accepted Quote
The ability to modify an Accepted Quote to add the Customers PO number in the Reference filed.
2 votesHi Scott, while it's not possible to edit/revise an Accepted quote. You can unmark as Accepted to then edit (Revise) and add details as you need. 😊
The main purpose is to prevent accidental changing of details of an offering that has been agreed and accepted by a customer.
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I think we should be able to put on what payment method we want paid by, it should not automatically be put as card payment, can this be put
I think we should be able to put on what payment method we want paid by, it should not automatically be put as card payment, can this be put out there as something to look at so it brings up a pop up so we can decide before submitting the invoice to the customer as some of our goods need to be paid for by bank transfer not card payment.
2 votesHi Paula, you can already manage online payment options on a per-invoice basis in New Invoicing. For removing the online payment option from an individual invoice, the steps are:
- Open the draft or approved invoice.
- Under Online payments, click Manage.
- Clear the checkbox next to the payment service you want to remove.
- Click Done or Save.
If you want to stop it appearing on future invoices as well, you can remove it from the invoice template instead. As this functionality is already available, we’ve updated the status to Existing Functionality and closed the idea for voting.
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Prepayments Showing on Statments
I know this has been discussed before BUT this is a MASSIVE bug for us. We HAVE to code money received from clients as Prepayments with GST as we are governed by the GST laws to pay this GST to IRD when received. The client is not expecting back so NOT an OVERPAYMENT - it is purely a client paying ahead of time for their fee's so is a PREPAYMENT. NOT having this show on Statements is incredibly confusing for clients. They like to keep track of where they are at and we can't show them.
Previously saw the advise…
1 voteYou can do this in Xero Jo! Instead of selecting the Outstanding option for statements chose the Activity option and set the date range to include all outstanding invoices. Then the prepayments will also be visible. We have a bit if help around this in Xero Central here , but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Invoice - Hide or remove 'Ship To' delivery address section on invoices
Please allow us to fully remove the Ship To section on all invoices and quotes. We are a funeral director and this is horrible to have on an invoice to the family.
1 voteThanks for bringing this to the community. We understand the request to remove the “Ship To” section from invoices and quotes when a delivery address isn't relevant to the service being provided.
This is already supported in Xero. Go to Sales Settings > Sales Preferences and turn Delivery address off. This removes the delivery address section from newly created invoices.
We’ve updated the status to Existing Functionality and closed the idea for voting.
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sms invoices only available to stripe users
SMS option to send invoices is a fantastic idea - taking it away if you're not a Stripe user is not. It should be available to all!
1 voteHi Manya, while a payment service must be connected, and the invoice must be approved and awaiting payment. It's possible to send an invoice via SMS without Stripe specifically as the payment service.
I see you're based in AU, so it's worth also noting the invoice can only be sent to an Australian number - international numbers aren’t supported.
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type date instead of date picker
The ability to type the date rather than only being able to use the date picker which is so slow in comparison to just typing it in.
1 voteHi Joanne, did you know it's already possible to do this in Xero? To do this just click into the field where the date sits and clear the bis and type the date in. You are able to do this in any part of Xero that has a date field. If you need an extra hand or assistance in doing this, you can raise a case with our Xero Support specialists. 😊
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Invoice template - spacing between currency & amount
The Currency on Invoices should have a space before the $ sign, it does not look professional. Ideally the NZD should also come after the number, not before.
1 voteHi Suzanne, while this sort if customisation isn't available in the Standard invoice template it's possible to create an advanced theme that you could add spacing and change formatting within the template.
I want to be upfront that we don't have intentions of changing the placement or spacing of these particular items in the standard branding.
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excel invoices import
Import invoices created in Excel directly into Xero
I currently create my customer invoices in Excel and would like an easier way to import or integrate these invoices directly into Xero.
It would be useful if Xero allowed an Excel or CSV invoice file to be uploaded and automatically create the invoice in Xero, including:
Customer name
Invoice number
Invoice date and due date
Description / line items
Quantity and price
GST / tax rate
Account code
Invoice total
Ideally, the import could remember the column mapping after the first setup, so businesses that already use their own Excel invoice…
1 voteHi Ruban, this is already possible. 🙂 You can import invoices via a csv file. We have a template that you can download and input your data to. See more on this in our Xero Central article.
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Invoice - Display "Attention To" field from Delivery Address on invoices
If I enter a name in the Attention field of the delivery address the Ship to information will not populate on the invoice. Please allow the Ship To fields to respect the Attention field of the Delivery address information.
1 voteThanks for raising this, Trevor. The Attention To field can already be displayed on invoices when the contact's Delivery Address is used.
Add the recipient's name to the Attention field under the contact's Delivery Address. When the Delivery Address is included on the invoice, the Attention To name will appear above the address details.
As this functionality is already available, I’ve updated the status to Existing Functionality. If I have misunderstood your suggestion, please let us know.
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Xero Billing Clients and counting towards partner program
Allow an option to have the client pay for their Xero subscription directly while maintaining the client as part of our rewards system.
Currently we have to collect sales tax for many clients in many areas of WA state. for billing them for Xero, and we have to keep up with changes in billing. We should have the option of the client paying the invoice directly and not lose our cut as a partner.
1 voteHi Jim, thanks for raising this. A quick clarification on this one: clients who are billed directly by Xero do count towards Partner Program points when you're invited into their organization as Administrator.
These clients currently earn you more partner points than Partner-billed clients. You can refer to this article for more information.
As this is already supported, I’ve updated the status to Existing Functionality. If you have specific questions on this, we'd encourage you to reach out to your Account Manager.
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