621 results found
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Invoice list - Show invoice number in message when invoice has been saved
When a sales invoice is created, when you get the message Invoice saved, please also displau the new invoice number, so that is doesn't need to be looked up.
2 votes -
Invoices - Apply Autopay to multiple invoices at once
Allow autopay to be applied to a group of recurring invoices, rather than having to enable it on individual invoices. This would be useful for turning Autopay on for a number of invoices for the same customer or turning it on for a number of invoices for different customers.
2 votes -
Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
7 votes -
New Invoicing - When selecting Files, hide the ones that are already attached
Attaching a file from the Xero Library to the new Sales Invoice template. Files saved to a folder within the Xero library now show ALL files rather than just the ones unattached, so you have to sort through all of them until you find the file you need (the attached ones were not shown in old invoicing). This is taking longer to process.
I do sort the files in submission date order, but when you have up to 50 per month submitted it takes a while to scroll through the already attached pdfs.1 vote -
New invoicing - Make item code mandatory
To have the option to make the selection of an item code compulsory when issuing a sales invoice from Xero.
3 votes -
Deposit for Paid Invoices
Greetings,
Xero offers an outstanding process for depositing Invoices with Awaiting Payments (pictured below). Our business does not use this feature because invoices are paid immediately.
Why there is no similar process for Paid Invoices (cash)? It seems of utmost importance.
I believe numerous businesses would benefit greatly from having this feature for Paid Invoices as it will increase efficiency, accuracy, and allow for more streamlined bookkeeping.
Thank you for considering and moving it to the top of the list!
2 votesWhen you say that the invoices are paid immediately, how are they currently reconciled?
Just trying to better understand how you envision this flow to help you move more efficiently in Xero.
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Sales invoice - Option to add a new line between existing lines
Hi Community, we need to have the option to add a new line between the invoice instead to go to the bottom part of the invoice to create it, and then moving it where we need it, many times I need to add a line in a large invoice but to make it, I need to go down to the bottom part, add a blank new line and move it where I need. If we can just make right-click and add a new blank line where we need it, it will be easy to create or amend an invoice.
39 votesThanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
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Invoicing - Ability to copy & paste to create invoice
I have worked with an accounting system that allows many rows e.g. description, Qty, Price, Account and Tax rate to be copied from Excel (at a go) and pasted to create an invoice, Journal etc. This saves a lot of time.
Can you please look into activating such function. Thanks1 vote -
Invoicing - Move 'Amounts are' drop down to right side of page
When adding an invoice we can add an amount and make it either Vat inclusive or exclusive using the drop down box.
Currently this box is on the left side of the invoice layout..why not have it on the right next to the total box as it was in classic view?
It would be more user friendly!1 voteHi Phil, appreciate the feedback. Our teams did lots of research and user testing when making decisions on the placement of options within invoicing.
Being open we don't have any plans for changing the placement of the Amounts are field. However it'd still be good to track the interest in this from our community here that our team can consider.
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Invoice Templates - Increase the character limit for terms and payment advice in standard branding
Increase the character limit for invoice and quote terms for the standard invoice template.
Currently the limit is 1000 characters and that is not enough. Please please look into this! It is so important to be able to have terms in the body of the invoice and very useful to be able to use the terms section for this.21 votes -
Invoice - Prefix in Date Format YYYYMMDD-01
Invoices - Prefix in Date Format
It would be great we could choose an invoice prefix in a date format that automatically updates each day. For example 20231123-01, 20231124-01 02 03 etc.
I track my invoices by the date in which I send them so this feature would save me alot of time instead of having to manually update the date in the invoice prefix each day.
11 votes -
New invoicing | Overpayments - Account drop down (not up)
Thanks for fixing Over payments in the new system - works great! - 1 adjustment - the account menu pops - UP not Down, and bank accounts are off the top of the screen need a lot of scolling, can you change to normal pop-down please? (like the Date Paid menu)
2 votesThanks for the feedback, Stuart! Great to hear you're already using it. I've passed this back on to the team and will keep you updated if there's any planned change 🙂
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New Invoicing - show 4 decimal places on invoice (i.e. R44.1309)
I want more decimal places on the Line Amount and Invoice Total to display as follow:
1.7568 x 25.12 = 44.1309I can get it to show 44.1300 but I want to set it up to show 44.1309
6 votes -
New invoicing - Display price, quantity and VAT when viewing invoice on web via mobile
Customer/recipient view of invoices on mobile should display price/quantity/VAT.
Majority of our customers review their invoices on mobile browser. We use zero-quantity line items to include extra information/detail in our invoices, but the new format cuts out price/quantity/VAT when viewing an invoice on mobile, so these lines appear blank/empty.
Other invoices, where customers want to review the price and quantity on their invoice, not just the line total, are similarly inaccessible.
Understand that these areas have been removed to keep the mobile invoice condensed, but it now means key information is missing from the invoice, and is resulting in more…
2 votes -
New Invoicing | Send - Only show emails related to contact
I have noticed that when you are preparing to send an invoice via email in Xero that you can now add new addresses in the TO, CC and BCC lines. This is great.
However, I have noticed that ALL contacts are available to add here. It would be safer to only allow the contact email addresses associated with the contact name on the invoice. It is too easy to add the wrong address and potentially send invoice information to the wrong client.
If other people needed to do this, perhaps a tick box could be applied to allow ALL CONTACTS…
2 votes -
Invoice - Add a page break to standard invoices
Invoicing - Ability to insert a page break in long invoices
Some of our invoices have long narrations with multiple lines. At present if one of your line items goes over to a second page you have no ability to define where the page break should be. It would be a great feature to be able to place a page break at any point in the invoice.
24 votes -
Sales Invoice | Delivery address - Update for individual invoice
Delivery Address:
To have the ability to add a delivery address when raising an invoice that can be printed onto the invoice. This would need to permanently save the delivery address to that invoice. When a new invoice to the same customer is raised then have the ability to enter another delivery address if required without effecting the previous invoice delivery address.
94 votes -
Email Templates - Ability to add Emojis to email templates (rather than individual invoices)
Ability to add emojis to email templates.
Currently, you are able to add the emojis when emailing individual invoices, but it is not possible to add the emojis to the email template.
If you try to add an emoji to an email template, Xero will delete it after saving it.
2 votesAppreciate the difference in what you're asking here, Christopher.
No plans to allowing inserting emoji's directly into the email template atm, but we'll track this here and let you know if there's any plans made.
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New invoicing - Warning when 'Invoice was unable to be sent'
Recently half of the emails I thought I had sent were 'unable to be sent'. I had no idea until I became worried why my usually reliable clients had not paid me on time. After looking I saw this message on the 'History' trail.
My suggestion is that where an error occurs like this there is a significant error message signal e.g. a box comes up or things are highlighted in red and bold.
Cashflow is the lifeblood of any business and if the system is unable to send an invoice this could have serious ramifications for Xero clients.
I…
2 votes -
Sales invoice - Lock attention to details on individual invoice
We often need to create invoices to the same customer with different attention to contacts. Since this field reads in from the customer card, when an old invoice is reprinted it picks up the current details from the customer card, which is inconvenient as we need to research who it was originally sent to and amend the invoice.
It would save us time, if once an invoice is posted, this field is locked in and does not change.
Thank you.
3 votes
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