798 results found
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Repeating Invoices - Bulk update Next Invoice Date
Repeating Invoice - Bulk update next invoice date
I am an accountant with clients who make use of repeating invoices. The current problem is that in certain months they want to run their invoices on different dates due to public holidays or festive season. In these situations they have to manually go and update the "next invoice date" in each invoice.
I want to suggest a bulk action for this as it would end up saving hours for the businesses.
27 votes -
New Invoicing - Selecting Print to trigger autosave
Packing Slips need to print what is on screen. Xero how about you create a rule to check what is in the Packing Slip fields and make sure what is going to print also matches. Don't expect the users to have to check what they are printing actually comes out of the printer correctly.
This is the response I got from my Trouble Ticket on this issue today, which suggests the users "wait a few moments to allow the auto save to complete."
New invoicing is very frustrating, why should we have to wait for something that works perfectly well…2 votes -
Repeating Invoices - Quantity of payments option
Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.
It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.
This feature would be useful for those who know exactly how many times a repeating invoice…
8 votes -
New invoicing - Freeze header row when editing
Copy to Draft
We use copy to a draft invoice every day for Sales Entries in a Hotel Business.
The base Sales Invoice has numerous lines for all the possibilities to process each day's
sales. EG: Sales - Bottleshop, Sales - Bar, Sales - Bistro etc. There are approximately 50 lines on each Sales Invoice. Amounts are updated in the row that is applicable. Some rows will be $0 on some days. The GL codes need to stay the same.New invoicing is bring in a "default GL account" when the previous Sales Invoice had a $0 in that line.…
2 votesThanks for your feedback and sharing this with us here, Stuart.
Appreciate the detail and screenshot you've shared. You're first note around the account code filling may be related to the auto suggestion feature and I've added your vote onto this idea so if there's any change there, you'll be updated.
We also have a separate idea around viewing the full account name that I've also added you on to, here.
In relation to freezing or having a floating header row - Can see where creating longer invoices this could be helpful too. I've updated the title of your idea here so we can begin tracking interest specifically in this and share if there are developments.
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Online invoices - Consistency with XPM invoice formats
xero online invoices show rate & quantity even when posted from XPM which do not show rate or quantity
automatic invoice reminders from xero online are sent with rate & quantity even though invoice settings in xero exclude rate & quantity
xero online invoices should be aligned with XPM in all formats - pdf version & online2 votes -
New invoicing - Attach more files to invoice when sending/resending
I'm currently re-sending an invoice (manually sending a reminder) and I'd like to attach the email delivery receipt (which I have because I originally sent the invoice to me and then forwarded to the client from Outlook but that's a different set of bugfix/feature requests) as a file to the reminder. The only way to do this at the moment is to back out of the invoice sending screen, attach it to the original invoice and then send the invoice with the attachments both old and new.
I'd like to be able to attach things to the invoice email when…
2 votesAaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.
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Sales | Refunds - Ability to process in bulk
We would like to upload a batch of customer refunds via csv instead of going in one by one to do a refund per customer per invoice.
6 votes -
Sales Invoice - Show Subtotal Breakdown before VAT
Layout of invoices with subtotal breakdowns for various VAT rates. To be able to present multiple subtotal amounts before various types of VAT are applied to the invoice. I have included an altered pdf file as an example of what you would want to see on the invoice.
6 votes -
ability to edit including remove header from invoice cover note
The ability to edit including remove header from invoice cover note (that is company name, invoice amount, due date and invoice number).
3 votesHi Jacqui, when you refer to the Invoice Cover note would this be the email that is sent to the customer or within the attached invoice (online or PDF). If the latter you can use Invoice templates to customise the look of an invoice to your customer.
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New Invoicing - Change tabbing behaviour
Hey Xero, there seems to be a lot of issue and complaints about new invoicing. How about giving us all a break and re-enable the old invoicing till you get thing sorted out.
- Cant stop auto save , there is no undo button if you make a mistake.
- Tabbing between fields is not the same.
- Can't add expenses and leave them un-allocated to a GL, I know that the expense is @ cost price and needs to be completed. -Cant change the Customer with Billable expenses assigned without loosing the billable expenses and have to re-assign them
Cheers
2 votesAppreciate your feedback, Selwyn. We try to keep each idea separate so it's clear to others in community what they're adding their vote for, we can gauge the interest in a particular feature, and we can keep everyone updated of any development.
In relation to the points you've shared here we have an idea you may like to join around being able to switch off autosave, and another around the auto suggest feature that current fills in the account GL field for you and relates to your second point on leaving this blank.
Our team did make some changes to the flow of tabbing, so this should be more logical however it'd be good to get more detail on what's causing you issues when tabbing in new invoicing atm.
It might help to get a bit more detail about the billable expense scenario you're running into, too. In terms…
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Draft Invoice: Warning message
Hi Team, my query is about Draft Invoices. Is there any chance of having a 'Stop do you want to proceed' when it comes to a draft invoice being sent instead of the actual Invoice? I was convinced that I had approved a draft invoice, yet when the email was sent, it was not the Invoice as per the subject reference, but the draft. Embarrassing to say the least.
Just that extra step would be very helpful. Not the first time it has happened to us. Thank you,10 votes -
New Invoicing - Shading & Colour
Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.
4 votes -
Invoice - Edit invoice without removing the payment
Ability to edit invoice without having to remove and redo all payments on that invoice
89 votes -
New Invoicing - Copy invoice to keep existing email
Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.
Please refer to the contact details and pre-populate their contact email addresses.
Thanks
5 votesHi team, apologies we've not rounded back out on this idea sooner. I appreciate all the feedback this idea received.
Where copy to functions aren't working as expected I'd recommend first engaging with our Xero Support team to check in on the behaviour. It can be hard to dig into and depict causes within the community here.
In terms of the default applications when copy an invoice to a new invoice as noted in my last reply this is limited to the Sales defaults that have been saved against inventory items or the contact not the full contact detail selections applied to the previous invoice.
We don't have any plans for changing the behaviour of the emails shown in the send window. This will be driven by the selected contact and the persons on the contact record that you have selected to include in emails.
Appreciate highlighting of the 'To'…
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New invoicing - Move branding field to right and make consistent with Quotes
Please be consistent with the location of the "Branding Theme" field.
You have placed the "Branding Theme" field in different places, in the Quotes page it's on the right and in Invoicing it's on the left. Can you please put it in the same place consistently. As a user you learn where fields are and automatically go to them, so this is annoying.
My preference would be to keep it on the left.
Many thanks,
Rachel2 votes -
Sales invoices - hold selection when navigating pages
It would be great if the awaiting payment area would allow more invoices to be shown, currently it only allows up to 200. Or if it had the ability to save the invoices you've selected for payment and you could go to the next page without loosing the invoices you had already preselected.
4 votesHi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?
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Repeat invoice - Create a placeholder for the tax year e.g. 2025/26
In repeating invoices we often use the tax year mostly in this format 2025/26 but also 25/26.
Whilst we can use placeholders [year]/[year+1] to give us 2025/2026 it is not ideal and this would need changing after the December invoices which is administratively the same as manually changing the tax year in the invoices at the beginning of the tax year.
It would be good to be able to use [taxyear] and not have to change it again.
This would be really easy to implement, therefore it probably will be overlooked. Here's hoping.1 vote -
Invoice - Show delivery address under business name
In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.8 votes -
Invoice payments - Search when allocating credit notes, overpayments or prepayments
Please add to product ideas to have
* allow search feature to allocation screen if the above is not possible1 voteHi Leonie, when you say allocation screen would this be when reconciling your bank account? Or another screen that you're referring to?
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New Invoicing - 'Upload Files' and 'Add from file library' options switched
New Invoicing has switched the position of Add from file library and Upload files. Whilst this may seem a small change, users are familiar with the order from left to right and I personally keep clicking the wrong one. Changing this order has no streamlining purpose so can it please be changed back?
6 votesHi team, we appreciate wanting consistency in action button placements across our features and this is something our product teams are keeping in mind as they continue to develop areas of Xero.
With create of a transactions within the Bank reconciliation screen still being one of our older feature pages it is likely when this is developed this will align with the experience in invoicing. We understand it takes a bit of getting used to but want to be upfront we don't have plans for changing the order of these buttons in invoicing around.
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