900 results found
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Add the new functionality to add an overdue amount to an invoice
I'd like to recommend add the new functionality in Xero to add an overdue amount to an invoice.
Thank you
2 votesHi Anna, when you say overdue amount would this be when sending an invoice to a customer and only showing the amount left to pay? If so, this is already possible with the email the customer receives and you can adjust the body of the invoice email to include the Amount due placeholder.
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New Invoicing - Allow fields to be populated in any order
New invoicing forces you to populate fields in order and I cannot set the tracking code until the description / amount et al are filled.
Please can the ability to populate in any order just classic invoicing
39 votesIt’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
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Invoices/Quotes - Customise link to view online, rather than showing the full URL
It would be great if you could customise what text is displayed with placeholders on the client end, for example, for the [online quote/invoice link] options, I'd rather they could be displayed simply the other end, instead of the long web link which looks a bit spammy...ie 'please access your quote here' - and it's 'here' that links - as a normal hyperlink would
4 votes -
New invoicing - option to 'approve and close'
There are new options now under 'Approve' on the new Sales Invoice. The majority of my invoices are created post-purchase, so I create the invoice, approve the invoice, then usually need to go back to the Invoices overview. I want to see added 'Approve and return' or 'Approve and close'. Currently it takes me three clicks to get back to the invoices, because I need to click on Approve, then 'Invoices' from the breadcrumb, then to 'All' since it defaults back to Awaiting Payment. (Why doesn't clicking 'Invoices' from the breadcrumb take you back to the All tab?? Surely that…
5 votesHi Trudi, while the Business menu option I mentioned in my last update remains the best flow for what you're after here currently.
I thought it may be useful to share that we've recently released some keyboard shortcuts for common actions in new invoicing that may help improve your efficiency when invoicing. Our product team have added small prompts to highlight these in the product while our customers familiarise, and if you’d like to view the full list of options you can see them all on Xero Central.
We'll continue to track the interest in an approve & close option here, and share if there are any changes planned that may impact this.
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Invoicing - Sending Invoices by SMS
ADD SMS OPTION TO SEND INVOICE VIA SMS. LOT OF PEOPLE SEND VIA IPHONE OR IPAD ECT
57 votesHi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
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New Invoicing - Files - 'View' and 'Delete' UI
There is a significant design flaw in the new Files UI:
1. The delete button will remove an attachment on a single click, rather than prompting a confirmation.
2. The 'View' file button is directly next to the delete button increasing the chance of accidentally clicking delete instead. Given the point above there's no way of recovering the attachment as clicking it will instantly remove that file.In the old invoicing you could simply click the file name to view rather than clicking a 'View' button. The delete button was under a cog and initiated a second click to confirm…
6 votes -
New invoicing - Ability to cancel out of draft sales invoice
Cancel a Draft Invoice from Invoice Screen (rather than delete which loses the invoice number). Another user made this same suggestion and the Xero response was to hit the delete button and they then closed down the comments/voting option. However, her point was that if you cancel out of the invoice then the invoice number you cancelled out of is still usable, whereas hitting delete means the invoice number is no longer usable. Why has the cancel button been completely removed and only the delete function is now there.
9 votesAppreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
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add reference field into the subject of a receipt email
I would like to be able to add our reference field to the receipt subject & possible the body email so the customer can tell what the receipt is for at a glace.
3 votes -
New invoicing - Increase size of item code display
The item code on the New invoicing shows much smaller that it was on the Classic Invoicing. Example attached shows how much harder it is to read. Can this be enlarged?
6 votes -
New Invoicing - Move the "add last items" option
Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.
4 votes -
Sales Invoice - Import with attachments
Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.
18 votesAppreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.
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New invoicing - sending invoice reminder in a closed period
New Invoicing - currently wont allow me to send an invoice (as a reminder for payment) if it is in a locked period. Which i don't understand as it is not affecting the accounts in any way.
It is very time consuming having to download and then email from google, rather than straight from Xero as before.5 votes -
Invoicing - Option to copy different parts of invoice when select option to send to self
Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.3 votesI'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.
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Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
29 votesHi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
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New invoicing - Print packing slip in one click
We print packing slips for every invoice we print, since the changes xero has made it has added another step in out process, we are all about streamlining our processes. We would like to revert back to the old way as this is adding time and is also adding more unnecessary files to our computer system. please help us to streamline this process again as the current system doesn`t work for us
16 votes -
Invoicing | Payment - Show invoice details by default
Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.
Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.
As it stands I have people who think I'm invoicing…
4 votes -
Jobber integration to sync data from Xero
There is currently a way one sync from Jobber to Xero. It would be great if a sync from Xero to Jobber can be implemented to records payments in Jobber as soon as a transaction is reconciled in Xero. Similar to what is being one with Thryv and other integrations. This will save me about 1 hour of effort everyday and about 5 hours monthly when the bulk payments come in. I have tried to implement this myself however Jobber API support states they will only allow this if a partner works with them like Quickbooks and Stripe.
1 voteHi Jaco, I want to be open that we don't typically design and build integrations with other apps ourselves. We have a Xero Developer ecosystem where interested parties can come to get information on how to integrate and sync data from Xero with their application. If not already, I'd suggest letting Jobber support team know this is something you'd like to see and if they'd consider expanding their integration for.
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Invoices - Filter and Download Specific Invoices in Customer Statement
I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.
For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.
It would be incredibly helpful if the SOA report could include a filtering option where users can select…
4 votes -
New invoicing - Ability to type in the tracking category field
I would like to see the ability to type the tracking category into the field in the new invoicing, be available again rather than a drop down menu that its not user friendly or time saving. The drop down often jumps to the incorrect tracking category, even after the correct one is selected.
2 votes -
New Invoicing - Make it work with Projects
The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?
6 votesHi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
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