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Invoices & quotes

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42 results found

  1. Invoices - Add subtotals

    Ability to add subtotals in the invoices.

    Purpose: Because some clients are questioning and would like to see more details, and having subtotals can satisfy their needs & wants.

    351 votes

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    132 comments  ·  Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

    We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

    While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

    As previously shared current options that you may want to explore include;

    • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
    • exporting the invoice as a PDF and editing it externally, or
    • exploring invoicing tools in the Xero App Store that offer more extensive services

    We know these aren’t ideal substitutes, but they may help bridge the…

  2. Invoices - Ability to recognise future revenue

    The ability to recognise future revenue from the invoice.

    Purpose: To find out the future revenue, because for some businesses the invoice that they’ve issued to their customer is the revenue for the future month.

    108 votes

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    63 comments  ·  Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.

    While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.

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