Invoicing - Assign a default Due Date and Currency per Invoice template
To allow default settings for individual invoice templates. For example rather than set a default due date or currency for ALL invoices, allow individual invoice templates to be set there own due date timeframes , ie 7 days or immediate payment terms and also the same for currency.
The more standardised we can make our templates, the less likelihood of user error.
Amanda Berwick
shared this idea
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Daniel Minnick
commented
Customizing terms like due dates and currency at the template level is a standard feature in modern document processing, but Xero’s legacy v12 engine lacks the support for 'Calculated Fields' and logic overrides needed to make this seamless. Updating the parser would unlock these dynamic fields. Join the push for a modern document engine here: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/51245914-modernize-advanced-templates-full-support-for-mod
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Marisa Gisbert
commented
Hello! To add on this topic, It would be useful to have that same option to set up the currency for each new client. When the upload is imported and a new client is created automatically in Xero, this is set up under the business default currency. This needs to be something we can type in the import file instead of changing this from each client. This affects IDF recs so it would be very useful to have. Thanks!
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Mark Whitehead
commented
Be able to create different invoice templates for each currency, where the default currency is automatic rather than having to select this from the drop down, as the payment information is different on each currency's template.