New Invoicing - Consolidated invoice process voiding the original invoices automatically
Consolidated invoices:
Have a proper feature that allows us to consolidate customer invoices rather than the "copy to" or "merge" as this does not tack the consolidation.
So the example us Customer A has 15 invoices you bill on 20th of each month but want to consolidate all 15 into 1 invoice to send them with all line items (not statements). Then the 15 invoices consolidated would be zero'd or closed off with a note saying the old invoice reference and where they were consolidated to into the new single invoice.
Statements won't work, with the copy or merge you then have to go into the old 15 invoices and delete them.
This can be a simple feature to implement but very powerful for customers.
Keith Bucknall
shared this idea
Hi Keith, thanks for sharing this idea. We understand the consolidated invoice feature is an area of interest for our customers. The scenario you've described, combining multiple invoices into one with proper tracking, provides really helpful context. Your idea has now moved to Gaining Support, which means it's open for the community to show their support through votes and comments. Thanks for contributing to making Xero better ✨.
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Irem Gunay
commented
Hi everyone,
Until Xero adds a consolidation feature, one workaround is to create a new invoice with all the line items and include the original invoice numbers in the reference field. That way, you’ll have a record of which invoices were combined.
Normally you’d have to void the original invoices one by one. Since bulk voiding is a common request in the Xero community, I built a Chrome extension that lets you void multiple invoices at once: https://chromewebstore.google.com/detail/bulk-void-for-xero/igppninfbfomeianbiehpmcccfdejfpg?utm_source=productideas.xero.com&utm_medium=community
I hope you find it helpful! It's a paid tool (one-time), and the first five invoices are free.
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Cedric Chew
commented
this would be a game changer for us. upvoting
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Nudie Hughes
commented
Hi is there any update on this feature? looking to start using Xero, thanks
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Kate Burnby
commented
This would be so powerful for us - our clients request multi-invoice all the time. Also many have direct debits set up and they get charged per transaction we get complaints about having multiple invoices per month generated for them.