621 results found
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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 -
Repeating invoices - File attached to generated invoice/bill
added documents to a repeating sales invoice template, copy into the repeating invoice
42 votes -
One Click Delivery Notes
We need to include delivery notes with orders. The current packing slip does not cover this requirement. I'd like to be able to select multiple invoices, and bulk print delivery notes for them all. The delivery note needs to be somewhat customisable.
The notion of having to edit an invoice and change the theme in order to generate a delivery note is completely impractical!
88 votesWhile only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
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Invoicing - Option to upload custom image to standard invoice
Dear Sir/Madam,
When I download custom xero template it has «PaymentImage» code.
I would like to upload my own image different from Payment Service image to the bottom of the standard invoice same as logo, then I will not need to use a custom PDF template.Could you add this option?
PDF invoices are not convenient as it requires invoice to have Sent status to print PDF. And no quick preview availiable, so no option to preview custom invoice prior sending it.
I don't need saving every preview PDF invoice perhaps it can just open in a new tab without…4 votesHi Taisiya, 2 ideas rolled up in one here. We have a separate idea that's been started to preview a docx/advanced branding theme that you're welcome to add your vote too and we'll slightly amend the title of your idea here to reflect the first idea you've noted.
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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.48 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 -
Invoices - Show total qty column
- I need to be able to get a total on all the quantities on an invoice. If there are say 5 entries I would like to be able to get a total of all the quantities entered .
- One is able to move a line in an invoice from one place to another. But I would like to be able to move more than one entry around at once. So if I am able to select 2 or more entries and move them to another place in the invoice it would be great.
7 votes -
Invoicing - Make it compulsory to assign to a project
Ability to make it compulsory to assign project to invoice.
2 votes -
Customised Document Reference Number as well as automation of this feature.
Document reference number could be modified & next number is shown is recommended.
Eg.
- Invoice number could be customised into "INV yymm-***", same goes to payment, receipt, credit note so on.
- to shown next number under the reference number.2 votesHi Casey, coming back across your idea here I was hoping to better understand. As you may be aware it is possible to change and customise the sequence of invoice numbers as well as other document types from within the Invoice Settings page - Or is it something a bit different you're after here?
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Global Search - Sort results by Date, Total, or Status
The ability to sort Search Results by date / total / status
27 votes -
Branding - Enable SKIPIF function in advanced DOCX templates
Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1
3 votes -
Invoices - Add a notification when the repeating invoice ends
Get notified when a repeating invoice ends.
2 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.
7 votes -
Invoicing - Add the Xero organisation name to the subject of emails sent from 'Ask a Question'
It would be super useful to add the xero organisation name to the subject line of emails sent from recipients of online invoices so firms with multiple xero organisations can see straight away, which xero organisation the contact belongs too, when they submit an email query via their online invoice link.
2 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 -
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…
21 votes -
Statements - Attach outstanding invoices
It would be a time saver if copies of outstanding invoices were attached when emailing customer statements
44 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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Invoicing - Copy all lines when creating a purchase order from an invoice
I would appreciate to see when you create a PO that everything from the Invoice gets carried over to PO and then to Bill
4 votes -
Invoice - Allow Excel formulae in invoice fields
In due date fields (and why not other fields), allow Excel formulae with invoice fields as variables into the formula to drive the default value. The existing constant value is a valid excel formula so would be backward compatible.
4 votes -
Invoicing - Send customer receipts to a mobile phone
Would it be possible to send a customer receipt to a mobile phone/cell phone?
1 voteNice to hear your interest in this, Sarah. While we don't have immediate plans for sending invoice receipts to customers via SMS, as you may have heard we've made steps in this space with sending of invoices via SMS now available to AU customers, and in the works for the US - See my update on this idea.
We're continuing to expand on this feature for the time being but we'll continue to track interest in your idea here and share if there's any plans made. 🙂
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