621 results found
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eInvoicing - Provide PDF copy of bill
When using E-Invoicing - the customer does not get a PDF copy of the bill. How do you provide supporting documents?
4 votes -
Invoicing - partially copy invoice
Hi Community, we need to have the option to copy part of the invoice when we are doing it, and then, copy that on the same invoice we are working, many times we need to invoice the same things to the same client but separate it by levels or offices into the same invoice, we can save a lot of time with this function when we are writing a big invoice.
Thanks2 votes -
Invoices - Get payment link for inclusion in external email
Get payment link for inclusion in external email
Makes sending invoices easy if able to create a link that can be sent via email.
3 votes -
Xero Accounting app - Use the default tax rates from account codes on invoices
In the Xero App, you have to select a tax rate. It doesn't auto fill like it does on the desktop version
2 votes -
Statements - Auto populate the current date when searching customers statements
Hi it would be really good if when searching for client statements in xero that the date in the 'and' box populates to the current date rather than one month previous, as its quite annoying having to change that to the current date all the time. I would think most people would prefer to be able to see the most up to date figures.
1 vote -
Invoices - Option to include credit note PDF when emailing invoices
If you send an Invoice per mail to a client, a credit note that is linked to the invoice should be attached to the mail with the invoice too.
Currently, you have to send two separate mails.
If you send an invoice, you have several check boxes like "add invoice as pdf". There should be the option "add credit not as pdf".5 votes -
Sales invoices - View email of a contact that's viewed online invoice
The ability to see which contact has read an invoice when it's sent to multiple people
6 votes -
Invoices: Include quote number on invoices
It would be helpful if the quote number was automatically picked up and featured onto the converted invoice.
12 votes -
Repeating invoices - Daily repeating option
Repeating invoices only currently have the option for weekly or monthly- would be really helpful for an daily option
25 votes -
Sales invoices - Option to turn off prompt for allocating available credit
When we create a bilk of invoices we are stuck with Xero trying each time to allocate an existing Credit Note that will possibly never be allocated. How do we disable this annoying function?
12 votes -
Sales invoice - Ability to combine or merge multiple invoices to one
Our new system separately invoices every job we complete. This gets loaded into xero invoices, ATM you can copy these individual jobs and they can be put on to one invoice, great.
However Xero wont let you add more jobs to this invoice by the same copy facility.
It only gives you the option of a customer name not an invoice number.
I would like to be able to add jobs daily to this invoice and send my customer one invoice at the end of the week/month.15 votes -
Branding - MergeField for name of the branding theme
Make available to the DocX template a field containing the Template Name, so that its easier to identify which DocX template is being used.
1 voteThanks for your feedback, Andrew and apologies it's taken a little to round back to you here. I see what you're saying and how a merge field would enable an optional for those that do v's don't want this shown 🙂
Being open we don't have any plans atm, so perhaps static text could help with things for now, however we'll get a feel of the interest here and let you know if there's any change planned.
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Sales invoice - Include inventory item details in billable expense
When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.
16 votes -
Sales invoice - Export Contact account number
Hi,
I have seen several posts about the Account Number not being searchable/usable within the system or via exports. Contacts' names can vary easily from the different systems used by a company and even between departments: ABCco , ABC Company Ltd, ABC Ltd... - the account number can solve these format issues.
In my case i need to export invoices in csv to be then imported in another system, also the invoice standard template has this field (to be ticked or not) it does not get exported which is rather peculiar; that obliges our finance to maintain a mapping file…9 votesIf I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
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Receivable - Ability to add notes for debt collection
Add a Colum to aged debtors to view notes added re debt collection
16 votes -
Invoices | Statements: Highlight overdue in PDF
Statements to highlight overdue invoices. When running a statement there may be multiple invoices listed, it would be handy if the ones that were overdue could highlighted as such. currently we are editing every pdf to let customers know which invoices are overdue and this would be a huge time saver.
18 votes -
Xero - Integrate Xero with Dance Studio Pro
Would love to see an integration of Dance Studio Pro into Xero. Invoicing for dance studio in Xero is not sufficient and would love to have the capabilities of the Dance program integrated into Xero.
1 vote -
Sales Invoice | Advanced template - Merge field to show applied credit
Having recently started using advanced templates for our invoices, I've discovered that credits applied to invoices don't show separately and instead get added with payments, thus showing as net payments. I believe the credits field is only available for use on advanced statement templates so can the credits field be made available for adcvanced invoice templates please?
That would then give us the ability to display the total amount credited on an invoice and the total paid towards it on separate lines.
Thanks in advance
8 votes -
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.
2 votes -
Dashboard - Show total of unsent invoices in 'Invoices owed to you' section.
The Dashboard panel "Invoices owed to you" shows the number and total of
* Draft Invoices
* Awaiting Payment
* OverdueHaving a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.
4 votes
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