899 results found
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Statements - Increase size of email template box when sending statements
Could you increase the size of the email statements UI - ie the dialogue box that opens when you email statements or activity and you can revise the template.
The font is tiny and the window is also tiny.
Or allow a zoom, or to enlarge the dialogue box.
I've made embarrassing typos....1 vote -
Sales Invoice - Default sales account when entering invoices
When entering invoices and the account is always "sales" (for example), I would like the option to set up invoices to automatically use the "sales" account? It is currently only an option by setting up item codes and/or setting up through contacts. I would like to see it automatically assign the account at the time of entering the invoice, instead of having to type in an item code. It will save so much more time and avoid errors by users selecting an incorrect account from the chart of accounts.
12 votes -
Sales invoice - Discounts off total value
I need 'Invoice Value Discounting' where we provide a discount on nett price and a different percentage is applied dependant on the net amount. For example 5% applied on invoice of 250, 7.5% over 500, 10% over 750, etc. You would set these up in a table and you can decide which clients have IVDs
8 votes -
Sales Invoices - Add freight charge field
Ability to add freight charge fields in the sales invoice.
Purpose: To easily show the freight cost to the customer rather than having to edit the line items.
65 votes -
Customer Statement | History & Notes - Include Template Name
We use multiple Statement templates, each of them containing different stages of Credit Control progress. When sending these the Contact Notes are only updated with 'Statement', and not the Statement template name that would give historical context to a Contact on how we have progressed debt.
Can you update the Notes to include the Statement Template name, and include an option to make further notes against that activity?5 votes -
Statement - Generate customer statement balance report with multiple currencies that can be exported to Excel
Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.
I've attempted a few approaches previously:
Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.2) Accounting -> Report -> Account transactions
While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…
2 votes -
Invoices | Export to include customer number and VAT number
can you please add columns for customer account number and VAT number to invoice export data sheet? this should be a simple add as so much of the customer data already is there. it makes business analysis much better. it is far too cumbersome to track customer profitability otherwise.
thanks!1 vote -
Repeating Invoices - Widen the display Column
In Repeating Transactions, you have a column width for Reference which is fairly decent, but then the data in that is truncated to the extreme. It takes up less than half the column width??????
Has it not occurred to your programmers to use the full width of the column and only suffix with ... if it still proves too small to display all the data23 votes -
Invoicing - Print voided invoices
I mistakenly issued some invoices and had to void them. That made our invoice number sequence non-consecutive. This is a problem for my accountant here in Romania because we need to file the voided invoices as justification on using non-consecutive invoice numbers.
I want to be able to print them as PDFs and the documents to be marked as voided.10 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.
14 votes -
Invoices - See the details of invoice/quote without opening/editing
Why you can't see the details of invoice or quote as like in a PDF? You need to open invoice and say edit or something to see what was the items etc. Very frustrating. Would like you to address these 3 issues(previously send the...
1 vote -
Repeating Invoice - Add dynamic dates to the repeated invoices
As it stands the "template" is largely superficial, whereas a template should be meaningful.
When I think of invoice templates, I think: unit prices, quantities, etc... much like your "repeated invoices" except the repeated invoices don't include dynamic dates. Monthly billing for a team is a nightmare.
So either expand the templates to include meaningful features, or add dynamic dates to the repeated invoices. Preferably the second option so I don't have to constantly rebuild invoices for my team.
35 votes -
Invoices - Protect/Lock invoices from alterations (in addition to Lock Dates)
Our company's invoicing procedure comprises three steps:
(1) invoice generation by our own custom software and also pushed to Xero through the Xero API,
(2) direct debit payments manually added and processed via GoCardless (on their own website, not Xero's integration) for selected invoices, and
(3) invoice reconciliation in Xero. This process is jeopardized when any alterations are made to the invoices in any of the systems (our database, Xero, or GoCardless), causing inconsistencies and the need for corrective credit notes.We primarily use our custom software for invoice generation and management (90%) and occasionally create manual invoices in Xero…
3 votes -
Receivable - Ability to add notes for debt collection
Add a Colum to aged debtors to view notes added re debt collection
17 votes -
Sales Invoices - Reference field for each line item
It would be great if the Reference field was moved to the body of the sales invoice so that you could add item line referencing with the option to enable the referencing to print on the sales invoice.
For example, a plumbing business completes work for a customer that has multiple rental properties. If the reference field was in the body of the sales invoice, they could add the applicable property address here so that they and the customer could differentiate what work was completed at each property for the invoiced period.
Currently, you would have to invoice separately for…
23 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
26 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.
20 votes -
Invoice - Ability to move "Pay Now" button to custom part of email body
Invoice - Ability to move "Pay Now" button to custom part of email body.
Currently as first part of email, "PAY NOW £***" is displayed in the message preview in quite a confronting manner. Ability to move it to any part of the email body would make our organisation seem friendlier.
23 votes -
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
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