485 results found
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Send invoice - Drop down to select email address
I normally send invoices to the main accounts email address and the person who actually ordered the service to let them know work is completed and invoiced. This was well supported in classic invoicing with a drop down list of the previous 6 invoices enabling to easily pick the appropriate person who ordered. This feature is not available in new invoicing and it is time consuming to search email address of the ordering person and copy to new invoice email, if this feature can be reinstated will be appreciated!
18 votes -
Sales invoice - Convert base currency invoice to foreign currency
It would be great if there was a feature to display conversion details for invoices that are entered in the base currency. ie - your base currency is GDP and it shows the conversion rate in EUR
31 votes -
Invoices - Show total amount as text instead of numericals
To add total amount on invoices to show as word form, instead of as numbers.
Purpose: For person who like to issue cheque, they can follow the wording amount on the sale invoice
6 votes -
Invoices: Bulk add attachments to many invoices
Add attachments to draft invoices in bulk. E.g add the same attachment(s) in a single step to multiple draft invoices
32 votes -
Xero to Xero - Share invoice reference number
Please add the invoice reference field when sending an invoice from Xero to Xero via a network key.
5 votes -
Branding - Feature to create CIS templates with company logo
It would be great if there was a function to add a template including a business logo for the monthly subcontractor CIS payment certificates - like the invoicing templates.
9 votes -
Invoice Settings - Ability to create multiple numbering sequences
If a business uses more than one branding theme for their sales documents, a feature to apply a separate automatic numbering sequence to each one would be useful.
83 votes -
Invoices - Autofill customer fields
Make the Customer Field AutoFill in new invoicing
In the old invoicing - which by the way was must better and more reliable, the customer field would autofill if it was setup to autofill within the customer set up. With the new invoicing this field no longer autofills. Please Fix
12 votes -
Tax Component Calculation - Xero should be calculating the sum of each tax component rounded for each line item.
Xero calculates tax per line based on the total tax value of all components then rounds this figure. It is later split between tax components.
Xero should be calculating the sum of each tax component rounded for each line item.
Image attached shows how Xero calculates a different value for two equal tax components due to this simplistic method it is using to calculate tax. What is the point in having the ability to set multiple tax components if this is not taken into consideration when calculating the total tax value per item.
2 tax rates, both set at 9%…
5 votes -
Invoices - Include item code column in invoice CSV download
Is it possible to include a item code column when downloading Xero invoices. This information is already included in the PDF download.
10 votes -
Invoices - Select which line items to include when printing a packing slip from an invoice.
The ability to choose what items to include from the invoice on the packing slip. This means I can select not to have freight and set-up charges on the packing slip as they are not actual items being sent to customers.
11 votes -
Customer Statement - Option to remove allocated payments
Customer Statements - the current statements show payments allocated to invoices. This is confusing for customers who make part payments. Can Xero please bring in an option to not include payment allocations as our customers only want to view their statements by looking at the amounts they actually paid, not the break ups
31 votesAppreciate wanting to see a direct option within customer statements that exist in Xero.
An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂
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Invoice List Search - Show "description" column in search results
We use the search facility when trying to locate a previous invoice from a customer but the search doesn't show a summary of the items ordered (the "description" column) so could you perhaps add the "description" column listing into the search results when the down arrow is pressed that currently only shows the date and payment total. We find we need to go through so many invoices just to find the one which has a certain "product" customer ordered.
67 votes -
Advanced Template - Packing Slip as it's own branding theme
Could you please enable the ability to create a custom “Packing Slip” as part of our custom “Branding Theme”? We’d like to be able to send our fully personalized packing slips without having to change the invoice “Branding Theme" back & forth.
Thank you
82 votes -
Invoices - Permanently delete invoices.
Ability to delete invoices permanently in Xero.
Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.
193 votes -
Email template - Placeholder for tax exclusive amount
Email template - option for insert placeholder for GST exclusive amount ('Subtotal' amount).
At the moment, I can only do the Total amount, which includes GST.15 votes -
Invoices - Add account overdue pop up
To have an account overdue notice pop up on invoice screen once customer name is entered. If a customer has an outstanding account - the reminder and amount overdue to pop up as a bit of a warning to the owner whether they should be continuing to do business with this customer, or at least until the account is settled. (I believe reckon account have this feature available and at my previous employment we found this to be most useful)
4 votes -
Sales Invoice - Option to 'Approve and add a payment'
I often collect cash payments that I then create invoices for, rather than having to click on Approve then click on Add payment, it would be great to have the option to Approve and add payment in one click.
16 votes -
Sales Invoices - Bulk assign lines to Project/customer
When raising an invoice, add the functionality to 'select all' lines, to add to assign to a Project.
When creating an invoice, even from within a Project each line has to be manually assigned to a project.
Even if an invoice is copied from a previous one from within the project, the project information is not copied over and each line has to be assigned individually.
This is very onerous, especially when there are numerous invoice lines.When actions are taken from within a Project, Xero does not seem to carry this information through, which is very poor.
44 votes -
Invoices - Increase attachment size
Current size limit of attachments able to be sent with invoices is 7MB.
Businesses that are required to send PODs with their invoices and that are photographs of the POD's reach the limit of the attachment size after 2 or 3 photographs.Email limits at the moment through gmail, outlook etc are around 20MB+ so there is a work around, however makes it much easier and more streamlined to send via Xero.
10 votes
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