Invoices & quotes

483 results found

1. Notify client of customer Credit Limit being reached

   Notify the client that a Customer has reached (or is reaching) their credit limit automatically via email - the prompt when invoicing is useful but when doing a virtual finance function for a client, an automatic notification to be produced when a customer is reaching the credit limit would be beneficial and would reduce the need for additional external communication

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   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. tag

   Hi,
   I'd like to suggest a new feature: the ability to add a custom tag to invoices directly from the invoice screen, pulled from a customisable list — similar to how Tracking Categories are set up in settings.

   Once applied, the tag would be visible in the Invoice List view, in the same way "Auto pay offered" is currently displayed for repeating invoices under the Repeating tab (see attached example). This would let us flag invoices for reasons such as being under dispute, subject to a query, or requiring follow-up, without needing to dig into each transaction individually and look at notes.

   It would also be great to have the same functionality available on the Bills screen, so we can tag bills for similar reasons (e.g. "on hold," "under query") to help prevent them from being paid in error.

   Thanks for considering this — I think it would be a genuinely useful addition for anyone managing higher volumes of invoices and bills and something that we consider a critically important and urgent need in the platform for our businesses.

   Hi,
   I'd like to suggest a new feature: the ability to add a custom tag to invoices directly from the invoice screen, pulled from a customisable list — similar to how Tracking Categories are set up in settings.

   Once applied, the tag would be visible in the Invoice List view, in the same way "Auto pay offered" is currently displayed for repeating invoices under the Repeating tab (see attached example). This would let us flag invoices for reasons such as being under dispute, subject to a query, or requiring follow-up, without needing to dig into each transaction individually and look… more

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   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. invoice send

   When sending invoices from Xero if there is a delay in the sending of invoices instead of leaving them in the queue as unsent it would be better for them to be moved to a "outbox" or "pending send" so that you can continue to send invoices, or be aware they aren't going to be sent straight away.
   This happened to me yesterday and I spent a lot of time logging a service request only to find out that Xero was on the go slow and the invoices were just queued to send later, and I had tried to resend again only to find that when they did eventually send our clients received multiple copies.

   When sending invoices from Xero if there is a delay in the sending of invoices instead of leaving them in the queue as unsent it would be better for them to be moved to a "outbox" or "pending send" so that you can continue to send invoices, or be aware they aren't going to be sent straight away.
   This happened to me yesterday and I spent a lot of time logging a service request only to find out that Xero was on the go slow and the invoices were just queued to send later, and I had tried to resend… more

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   0 comments  ·  Invoicing  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂