485 results found
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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 -
Xero Accounting app - Create delivery/service docket
We need to be able to create a service docket via the Mobile app so that service crew can create and issue a service/delivery docket to customers when they are out doing the service. The packing slip option is not available apparently and, besides, its not the right name for what we do.
5 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
50 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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Invoices | Projects - Include project field on invoice summary screen
Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.
5 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 -
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.
102 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 -
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.35 votes -
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.79 votes -
Repeating invoices - Create packing slip from template
There is currently no option to print a packing slip from repeating invoices options.
We need to be able to print a packing slip at the start of a hire before any invoice has been raised.10 votes -
eInvoicing - Set a default seller email address
Currently eInvoicing attaches the user's email address to an eInvoice. So that we can centralise how we track our invoicing, we would like to change this to our generic email address xyz@entity rather than name@entity. It would be great if there was a drop down button added to eInvoicing to make this change.
8 votes -
Credit Note - Add a Credit Note from the "+" menu banner shortcut
Why make credit notes so difficult to create?
51 votes -
Projects - Assign one Invoice for multiple projects
PROJECTS if a client has multiple projects, can there be an option that you can bill all or some of these against one invoice.
42 votes -
Xero Accounting app - Ability to add & edit repeating invoices
In the app, it would be a huge timesaver if you could create repeating invoices. I spend most of my time in the android app and this is the one thing it's missing 🙂
9 votes -
Prepayment - Automatic allocation when an invoice is raised
It would be great if you could automatically allocate prepayments to an invoice once the invoice has been created. Or at least receive notification that a prepayment exists so you can manually receipt it.
We are experiencing that clients have made extra repayments (prepayments) but when the invoice is created and sent to the client they pay the amount on the invoice and the prepayments are still sitting in the system, meaning we then have to issue a refund.
It would be helpful if the negative balance of the prepayment would sit under the clients name so when you are…
13 votes -
Repeating Invoice - Automatic Application of Credits
Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.
Purpose: Saves time in manually creating an invoice to apply for the credits
71 votes -
Sales Invoice - Default sales account when entering invoices
When entering invoices and the account is always "sales" (for example), I would like the option to set up invoices to automatically use the "sales" account? It is currently only an option by setting up item codes and/or setting up through contacts. I would like to see it automatically assign the account at the time of entering the invoice, instead of having to type in an item code. It will save so much more time and avoid errors by users selecting an incorrect account from the chart of accounts.
14 votes -
Invoicing - Print voided invoices
I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
I want to be able to print them as PDFs and the documents to be marked as voided.13 votes -
Invoices: Customise items in 'Due date' dropdown list
Currently, when creating an invoice, the payment terms dropdown gives you the following options:
- Today
- 7 days
- 14 days
- EOM +1
- EOM +20
- end of next month
I would like to customise this list; the Australian government has recently brought in payment standards of 5 days if sent by e-invoice and 20 days if not, for all invoices sent to all non-corporate Commonwealth entities (including Defence) and neither of those are amongst the standard options. This means that I have to manually change the due date based on the contract for every invoice sent,…13 votes
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