431 results found
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Invoices - Create APCA or ABA files from recurring invoices
As a DE User we would like to be able to upload a file to the bank creating the direct debits associated with subscriptions or payment plans. (The converse of the supplier payment batch file.)
The functionality exists already, including the space for the client's BSB and Account number; and the capacity for "strip invoicing" so this should be a relatively quick and easy job.11 votes -
Sales invoice - Show FX translation to non-base currency
Present fx translation to any currency of choice on the face of a sales invoice, instead of being limited to the base currency only. As required by various local VAT authorities, the sale value & VAT must be shown in local currency - which can differ to the invoice currency.
Example: a business invoices in GBP or USD, but must charge UAE VAT and therefore present fx translation to AED on the face of their sales invoices. This is not currently possible using the standard or advanced templates.
18 votes -
Sales invoices | Import - Option to create based on Customer Account number
Customer Name / Customer Account number - To import invoices the main criteria for the import file is the customer's name. We work with properties where the owner details change on a regular basis and we use the account number (which is also the erf number) to process invoices. Can a it be changed to give users the option to either use the account number or name as the main criteria for the import file instead of just using the account name.
16 votes -
Sales Invoice - Bulk Approve and Email
Please add the ability to bulk approve and email invoices simultaneously.
13 votesHi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
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Invoice template - Ability to add Invoice Balance Forward
When printing an invoice I would like to go to the customer's account and bring forward the balance that is on their account.
And have this balance on a line above the net amount for this invoice, which would then add the gross amount to the brought forward value and have aline below the gross amount of the invoice, showing the total amount that they owe to date including this invoice.44 votes -
eInvoicing - Ability to create Credit Notes (or negative invoices)
Currently we can send invoices using eInvoicing through the PEPPOL network, however we can't send credit notes for any changes to these invoices. It would be good if credit notes (or at least negative invoices) would be enabled in Xero so any invoice changes could also be sent through the eInvoice system.
14 votes -
Sales invoice | Merge - Bring through reference to new invoice
When merging multiple invoices in the new invoice format, need to be able to copy across the reference field to the new invoice.
6 votesTo double check I understand the flow you're using here, Bruce - Would this be when using 'Copy to' to copy multiple invoices to a single new invoice?
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Invoice - Ability to link an email template to an invoice branding theme
I would like to be link an email template to an Invoice Theme.
I have two slightly different email templates that I want to be able to use for sending invoices depending on which invoice theme I am using.51 votes -
Repeating Invoices list - View total amount
Hi
On the repeating invoices tab, can we please have the total amount showing of repeating monthly invoices.. Just as it shows the awaiting invoices value on that tab.
This will help business keep an eye on their recurring value income.
17 votes -
Global Search - Sort results by Date, Total, or Status
The ability to sort Search Results by date / total / status
30 votes -
Branding - Edit templates using Google office suite
Invoice branding is only possible using Microsoft. Would it be possible to make this happen using Google OS also?
I know there are hundreds of millions of Google users worldwide many of which will be Xero users since your software is excellent software.Thanks for listening.
6 votes -
Xero Accounting app - Show invoice number and reference on invoices screen
The ability to distinguish between invoices by reference and invoice number rather than client name which could be 100 different invoices under the same name.
9 votes -
Repeat template - Option to update template from Draft invoice
The repeating invoices that go to draft should have an option of saving for the next repeating invoice for that client. If you dont edit the invoice before it goes to draft eg: to increase an annual charge, then it does not save for the next time that repeating invoice comes up. Either that or give an option for a repeating invoice that has been delited to repeat again.
8 votes -
New Invoicing - Keep leading carriage returns and spaces in description field
The 'new invoicing' option automatically removes any leading carriage returns and leading spaces in the invoice description field.
This did not occur in the classic version and wonder why it was introduced.
To enable the details of the invoice to be easily read, it is sometimes necessary to separate line items on the invoice and to indent the actual description.
Can this 'feature' be removed?14 votes -
Statements - Attach outstanding invoices
It would be a time saver if copies of outstanding invoices were attached when emailing customer statements
51 votesHI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
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Invoice reminders - Ability to change invoice reminder to different email address
Some larger companies with automated systems do not want reminders going to the same email address that the invoices go to. Doing this results in a duplicate invoice going into their system, which stops the payment going through as they then need to manually sort out what's going on. They have one email address for the invoice and another for reminders, to avoid that duplication.
Currently, we need to leave the email address on the contact, then turn off invoice reminders and make a note to manually send reminders.83 votes -
Sales Invoice - Auto allocate Overpayments based on Invoice date
Just an idea that might help a lot of businesses.
We generate a lot of invoices over the span of one month, the feature of bank rules are amazing, but ineffective if the payment is a overpayment.I would like to have a way for Xero to have a Global setting to auto allocate overpayments to the oldest invoice for customers.
Currently overpayments will go to the customer account and just lay there until manually allocated to an invoice.
With bank rules it will automate the process by adding payments as overpayments to the customer account and then auto allocating…
22 votes -
Email templates - Increase limit
We require more than 10 email templates for our organisation, due to running multiple events and each needing a different message to go out with the Sales Invoice in the email body.
Please Xero can you review this, I'm sure it wouldn't be too difficult to change!
10 votesUnderstand the restriction on the current limits and appreciate your detail in how this'd help you, Kira. Is there an ideal # that'd fit for your business?
This isn't something we have immediate plans for atm but good to know when sharing your feedback with product.
For the time being, you'll need to apply a base template and can adjust as needed when sending individual items from Xero.
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Sales Invoices - Ability to print invoices in Xero in one click
Ability to have a ‘Print now’ option in Invoices, so the invoices can be printed in one click.
Purpose: To save users time from having to open the PDF and click Print again.
103 votes -
Sales invoice - Separate status for when credit applied
In Xero a receivable invoice status is shown as paid whether it is actually paid or whether a credit note is applied to the invoice.
Can a new status be added to show when an invoice a credit note is applied, for example "Credited".
This will help identify actual payments received vs credit notes issued17 votes
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