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Invoices & quotes

Customer ideas for Invoices, quotes and payment services.

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Invoices & quotes

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485 results found

  1. Batch Deposits: allow adding over-payments and pre-payments to a batch deposit from the Invoice > Awaiting Payments tab.

    Currently a bank deposit that includes over-payments or pre-payments will not match recorded batch deposits because over-payments and pre-payments cannot be added to batch deposits. This causes a lot of wasted time communicating with client accounting staff to understand how to reconcile the variances.

    63 votes

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     ·  16 comments  ·  Invoicing  ·  Admin →
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  2. I would love if when we merged Invoices into 1 from drafts it doesn't leave the draft that I need to manually go back and delete. This can cause double ups of Invoicing.

    8 votes

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     ·  1 comment  ·  Invoicing  ·  Admin →
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  3. Ability to have the invoice description on statements sent to customers.

    68 votes

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    19 comments  ·  Invoicing  ·  Admin →
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    Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here. 

    We'll continue to consider this and other ideas for customer statements as the platform evolves. 

    Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time. 

  4. Please Please put the option to see what branding theme is on the invoice on the DRAFT invoice page -- If you have 50 invoices in a batch with different themes its a nightmare. And then also Step 2 - PLEASE link the email template automatically to the branding theme. It would make our lives much simpler. We process many invoices in batches with two different themes. Not having the ability to even see the branding on the draft page is crazy. How hard can it be to put that field up as a display item - You have others…

    11 votes

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    3 comments  ·  Invoicing  ·  Admin →
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  5. To receive a notification when customer has opened or read quote or invoice. That way you know they have been received and there is less emphasis on following up.

    47 votes

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     ·  21 comments  ·  Invoicing  ·  Admin →
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  6. QR Code on Invoice that goes to same web location as the 'View your Bill Online' link on Invoices.

    Currently, a Xero Invoice can have a link displayed for easy/direct payment by customer.

    I would like to see the option to include a QR Code, embeded within the EMAIL sent to customers, and on the PDF attached to the Email, that translates to the same link, allowing for easy payment of printed invoices at time of delivery.

    Great for 1st time customers, Pay on Delivery or COD customers.

    14 votes

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    4 comments  ·  Invoicing  ·  Admin →
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  7. Discounts - the ability for the discounts in sales to be allocated to an expense account rather than distorting sales figures. At the moment each line item has the cost of the item then applies say 10% discount equals net which then is allocated to the sales account. I would like the option to allocate discounts to an expense called discounts given so that we can track and show the correct sales figures. By distorting sales figures you could be affecting calculations like WET. other programs allows you to setup discounts given & taken and freight even.

    31 votes

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     ·  8 comments  ·  Invoicing  ·  Admin →
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  8. Ability to upload changes to existing invoices via csv.

    Currently - When uploading a list of invoices that already exist, Xero will not allow the upload to continue. This feature would mean, that for any invoice that exists already, Xero would prompt the user whether they would like to update changes for existing invoices or not.

    Purpose example - For invoices that need to have changes applied, for example amending the due date to an agreed revised payment due date. This change would enable the user to bulk update instead of needing to open each invoice manually and edit each…

    97 votes

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     ·  21 comments  ·  Invoicing  ·  Admin →
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  9. I would like for there to be the option to add a minus figure into a sales invoice in the Xero App - the same as the browser version.

    28 votes

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     ·  19 comments  ·  Invoicing  ·  Admin →
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  10. Ability to default a customer for sending via e-invoicing

    70 votes

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     ·  31 comments  ·  Invoicing  ·  Admin →
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  11. There is no functionality in Xero to 'automatically' send invoices from Xero to Xero via the network key. Is this something that you could look into?

    15 votes

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     ·  6 comments  ·  Invoicing  ·  Admin →
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  12. Adding tracking categories to a sales invoice template.

    84 votes

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     ·  43 comments  ·  Invoicing  ·  Admin →
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  13. Invoice - ability to edit Terms & Payment Advice on each individual invoice for each customer

    8 votes

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    2 comments  ·  Invoicing  ·  Admin →
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  14. It would be great if the placeholder format can be customised:

    i. with all capital letters

    ii. date format "01/01/2023"

    iii. with "JAN" instead of "January"

    iv. with "23" for 2023

    11 votes

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     ·  6 comments  ·  Invoicing  ·  Admin →
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  15. It would be great to have the option to email a customer invoice as a csv or pdf or both. We are getting an increasing number of requests to send the csv version of invoices for our customers and this is currently quite a manual process to email the exported invoices.

    7 votes

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    3 comments  ·  Invoicing  ·  Admin →
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  16. The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.

    The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.

    I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts on invoices were not paid by…

    27 votes

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     ·  10 comments  ·  Invoicing  ·  Admin →
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  17. add column in invoice overview. Hi, I was wondering if I can add a column in the program in invoices overview. When I used sage 50 account before, I could see a list of invoices and first few lines of what the include. Now when I go to a customer and would like to check how much I charged for particular job and I don't know when it was done, I need to open each individual invoice to see description. My invoices usually include one to three lines and would be very helpful to see in one of the column…

    6 votes

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     ·  5 comments  ·  Invoicing  ·  Admin →
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  18. I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…

    16 votes

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     ·  10 comments  ·  Invoicing  ·  Admin →
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  19. It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.

    For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a…

    29 votes

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     ·  5 comments  ·  Invoicing  ·  Admin →
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  20. When you create repeat invoices it only allows discount in % but when you create a manual invoice you can have discount in % or £. This should allow both for repeat invoices as well.

    17 votes

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     ·  7 comments  ·  Invoicing  ·  Admin →
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