163 results found
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New Invoicing - Reset to Default Due Date option
New invoicing is missing the ability to select the default due date that is against the customer. I had to change the invoice date for a customer with set payment terms of 30 days from the invoice date and there were several suggestions listed but the old option to reset to default date was missing.
160 votesQuick roll out here 😊 the improvements for the date selector are now live to all users including the ability to Reset to default due date.
Just remember the default will be based on the setting in the contacts record, or if there is none saved this will default to the options set in your Invoice Settings.
Appreciate all your feedback and sharing with us through the idea here.
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New Invoicing - Print PDF option
Provide the ability to directly save invoice as a pdf like it did in classic invoicing, rather than opening it in Chrome and then having to click the download button etc, the old way was more efficient.
144 votesHi everyone, as of today we have released a change to this process. Rather than opening the PDF in a new browser window, now when you click Print PDF in new invoicing the file will automatically download for you to Print from your device. We thank you for your feedback on this.
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New invoicing | Copy to same contact - auto apply defaults
Thanks for allowing the contact to remain when copying an invoice over - but please can you allow the defaults for the contact e.g. Tax rate to pull through as well?
I have found when changing the account, or just adding a new item, that it is not bringing this in (as the little warning states when you are copying) but this is a real pain as you have to keep checking the Tax rate and amending when it isn't correct for that contact.
Please can this be fixed as it was not an issue in the previous version of…26 votesQuick spotting there, team. Thanks for staying engaged through this idea. I can confirm that this was a bonus change that has been implemented with the release of other improvements in the Contact field.
As you've noted, now when you copy an invoice and select the same contact it will auto apply that contact's defaults.
Our team are working to remove that warning that defaults won't be applied so you should see that go soon.
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New Invoicing - Option to edit 'Attention' field in customer address
In new invoicing, please revert the ability to edit the postal address 'attention' box, back to the same as classic invoicing. Property managers want the owner's name included in the invoice address, so for each invoice I produce, I need to change the person's name in the 'attention' box. Previously this could be done by clicking on 'edit address' within the invoice, but in new invoicing, I need to edit the address by going into 'contacts', 'edit ', 'addresses', 'edit address', 'update address', 'save'. Once this is done, the ability to email the new invoice disappears, and I have to…
97 votesHi everyone, thanks for continuing to tune into updates of the idea here. Taking feedback on board on information that's most helpful to our customers we've released improvements to the ‘Contact’ field within new invoicing.
We heard being able to edit and add the 'Attention to' for a contacts address was important, and we've now added this capability into the contact card so you can edit this in the billing or delivery address detail, on the fly.
Along with this; there's now a look up tool so you can easily search and select a contact's addresses, and we’ve added more lines to enter a contacts address if needed. We appreciate your engagement and letting us know what matters to you through product ideas.
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New invoicing - Emailing Invoice where invoice date in locked period
Do NOT display an error message and update the history and notes.
Sending Receipt to Client52 votesHi team, we appreciate all the feedback we received on this from our community.
Our team have made a few updates for when an invoice is sent and you should be able to send an invoice dated in a locked period, which will show as an entry in the history of the invoice. Thanks for all your engagement in this through Product ideas.
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e-invoicing - LHDN Malaysia
Starting from July 2024 Malaysia government implement e-invoicing. It would be grateful if Xero could integrate with LHDN. It will save lots of hustle and time to upload the invoices into the portal. Hope this can be done before the implementation begins.
82 votesHI everyone, apologies for the delayed update on the idea here. From 1 January 2025, if you earn between 25 million and 100 million RM, you need to comply with eInvoicing in Malaysia. This is the mandate set by IRBM.
As shared recently we have detailed help on Xero Central, and to summarise;
You'll need to register in Xero with invoici first, then you can send your eInvoice to IRBM from Xero.
Monthly you'll need to upload a consolidated eInvoice to the IRBM. This is a report on your income and self-billed activities and transactions via the IRBM portal.
IRBM has issued a relaxation of requirements for taxpayers in phases 2 and 3. During phases 2 and 3, you’re not required to send or receive eInvoices. But you can send and receive eInvoices from Malaysian businesses in Xero.
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New Invoicing - Date picker without using "Pick another date"
Can the New Invoicing Template have a the original way to change the date instead of opening the date dropdown to then have to open the "Pick another Date" option if it's not today or yesterday.. If it was today it would already have that day selected, so why is it an option? just added extra steps to select the correct date..
101 votesHi team, the improvements to the date selector are now live to everyone! Thank you again, for all your feedback.
Along with this change, we also recently released an update to date entry shortcuts so you can now enter the same shortcuts that you had with classic invoicing such as +0 or 't' for today's date.
With copy and paste you'll find you can copy and paste dates however these will currently need to contain a '/' or '-' between the day-month-year to appear correctly.
We appreciate there are other options when selecting dates that our customers would like to see and there are other ideas that you may also like to vote and join for updates.
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New Invoicing - Separate Email button, instead of a 2-click selection
The email invoice button on the new invoice template has moved from a main button to now being in a sub menu in the three dots, adding a click to the work flow.
But Print PDF is still a button on the main invoice template.
In an era where email is preferred over a printed PDF in the post, it would be nice to retain both EMAIL and PRINT as main buttons on the new invoice system. Seems extra work when you are sending a whole load every day for bigger companies.89 votesNot a separate button in itself, however we’ve released some new shortcuts that’ll save you all the clicks here!
Thanks for all sharing your flows and the efficiency you found in being able to easily select to email your invoices. Listening to our customers feedback we know improvements to reduce the amount of clicks for actions in new invoicing is important.
We’ve just delivered a range of keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry.
Now you can easily bring up the send modal within a Draft, Awaiting Payment or Paid invoice by typing Alt-Shift-M (or Opt-Shift-M on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of…
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New invoicing - View full account name
New Invoicing: Auto adjust the account column width (or wrap text) so that the full account name can be seen when creating an invoice in New Invoicing. Currently users have to click on the account within each line to see the full account name. In Classic invoicing the account box automatically adjusts so that the full account name can be seen.
62 votesOur new line item grid is now available! Thanks for sharing and supporting this idea for being able to see the full detail of your Account.
With this release, all fields within the grid will wrap so if the contents spill over more than 1 line you can still read the full account within the field. Along with this, our product team have optimised padding, font size and column width to improve visibility and reduce the need to scroll when viewing your invoices.
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New invoicing - show account column after saving
I've noticed in the new invoicing that the account column disappears when it is saved. While I don't want the account column shown on the actual invoice, I use this saved version in Xero to check that the correct account has been selected. I will not switch to new invoicing until this option is available as it would be extra time to edit the invoice to see which account was selected. Classic invoicing is a much better experience in my opinion.
69 votesThanks for staying tuned with us through the idea, here. As you may have seen when recently invoicing, we've released a new line item grid when the invoice is saved, and in view mode.
Along with other enhancements this encompasses moving details into their own columns including the Account column. We appreciate your feedback and sharing on how this change could improve the experience for you.
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Invoicing | Billable expense include Item Code and details
Please keep the current feature of adding item codes to billable expenses so that the preset charge out rate and account pulls through. In the new system adding an item code wipes out the billable expense.
26 votesHi community, thanks for sharing back with us on the flow through of information for Billable expenses.
Our product team have implemented a change, and you should now find that when you add a billable expense related to an inventory item, and select to add the items to your invoice the item code will be shown.
If you're finding this is not the case for you it would be best for our Xero Support specialists to take a closer look at things with you 1-1 - you can touch base with them through Xero Central.
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New invoicing | Billable Expense - Reorder Columns & Horizontal Scroll
In the new invoicing version, when selecting the billable expenses, I can't see the date and the supplier in one view. In order to see the date, I need to scroll to the bottom of the pop-up screen, then scroll across to the right, then try to scroll up to find the line item. I then can't see the supplier to know if that is the correct line to add. Sometimes there are 30+ billable expenses for the one client and I can't see the dates to know if I'm selecting the correct ones.
Have the date as the first…
17 votesThanks again for your feedback and sharing pain-points about adding billable expenses within an invoice. As you may have recently noticed we've released a few changes to this window to improve your experience.
We've re-ordered columns, added pagination and adjusted some of the column widths to make it much simpler to find, select and add billable expenses to an invoice.
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New Invoicing - Show Branding theme on an approved invoice
With the new invoicing the branding theme is not available which is an important feature for us since for different clients we had different branding theme. Can this be added to the new invoicing system? Please refer to the attached. We cannot switch to this new invoicing if branding them is not added and it seems in September we will not have a choice. Clicking on edit invoice is not a solution. This info was available with the old system without clicking edit invoice
68 votesUnderstand the sentiment and urgency in wanting this feature available. We've just released an update so now you can view the branding of an invoice when viewing. This is visible on invoices with Awaiting Payment and Paid status 🙂
Thanks for your feedback and staying across the progress with us here.
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Pre-Defined NET Payment Terms for Invoice Due Date
Most businesses use certain payment terms, like NET 30, NET 45, NET 60, NET 90 days. When invoicing businesses with different payment terms, there should be a faster way to calculate the due date, rather than asking Google "45 days from today" or "60 days from today" and entering that as the due date.
It would be great to create pre-defined NET payment terms as part of the Due Date dropdown in Invoices. That way it would instantly adjust the due date based on the payment term selected for that invoice.
Yes, there is a way to set a default…
6 votesHi team, while the pre-defined list of dates aren't selectable options, you can use the date entry shortcuts to quickly calculate the due date based on the Invoice date. For example to select 30 days from the invoice date you'd simple enter +30 or +30d in the due date field.
We have all the shortcuts listed in this Xero Central article
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New Invoicing - Allow to type the Bank Account in 'Add Payment' screen
KEYBOARD ACCESS IN ALL FIELDS IS CRITICAL
Xero users know how a keyboard works and I'm sure many find its use preferential to having to continuously move a hand to the mouse to engage dropdown menus. This needs to be available in all areas of Xero.3 votesHi team, from the payments window when you're on the Account field if you press 'Enter' on your keyboard this will open the field. From here you can type to search and select the bank you'd like.
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New invoicing - Ability to enter +0 for due date
New Invoicing - Due Date: entering +0 currently records the due date as 7 days from invoice date. This feature is useful when due date is same as invoice date. All other numbers work (eg +5, +6, +7 etc) but +0 does not. Please fix this.
23 votesHi everyone, we appreciate your patience while we worked on developing shortcuts into new invoicing.
We have now released an update and you'll find you can use the same shortcuts you used to in classic such as +0 or 't'. Thanks for all your feedback on this here.
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New Invoicing - Open attached files in the current window
open attached files (especially PDFs) in the current window (same as old invoicing), not in a new tab which is automatically happening with new invoicing.
is frustrating as you now need to go back and forth between tabs if you want to transpose info from the attachment into the invoice.
Much more user friendly the old way with a resize-able/move-able viewing window within the same tab78 votesHi team, thanks for staying tuned into the idea here for update of files preview. Our team have released a change, and you'll now find when you 'view' a file attached to an invoice this'll now show a side by side view so you can transcribe any detail as needed from the attachment to your invoice. ✨
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New Invoicing - Ability to remove tracking using keyboard
We use two tracking category's depending on which country the transaction relates to, the category options are the projects in that country, if a tracking option has been added to the wrong category on an invoice and you need to remove it you can't leave the category blank, on the old invoices and other areas of Xero you have (none) under the category options which you can choose if it is to be blank but this option is not there on the new invoicing
4 votesHey everyone, thanks again for suggesting this. Good news – the new line item grid is live for everyone now.
With this update, getting rid of tracking is way easier. You can just hit backspace and tab through the fields, or we've also popped in a 'No tracking' option in the dropdown. We appreciate your feedback through product ideas – it really helps!
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New invoicing - View full list of inventory items
It is most annoying and time consuming to only be able to access half of the inventory items when raising an invoice. Instead one has to look up every item in the second half of the inventory, line by line before you can add it to an invoice. This is a step into the dark ages.
23 votesHi everyone, I'm pleased to share that the new line item grid is now available to all orgs.
We know being able to see more of your inventory items is important and with the new grid we've expanded the number of items that you can see from 50 to 100.
For majority of orgs this means you'll now be able to view your full list of inventory. We understand there are some orgs that have many more items, but want to be honest that we don't intend to increase this amount further. Thank you for all contributions and support you've shared with us, here.
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New Invoicing - Quick find Address
Having "quick find" on the billing address when entering a new contact through an invoice.
50 votesHi community, we appreciate your ongoing engagement with us through the idea here. We've now released updates to the ‘Contact’ field within new invoicing - With the changes we’ve made, you can now look up and quickly find a contact delivery or billing address as you’ve been requesting. Other improvements we’ve made include; being able to enter more address lines, and an Attention to for each address on the fly.
Thank you for sharing with us through product ideas, here.
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