142 results found
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Invoice-
automatically create a credit note if a customer is paying on multiple invoices and will have an overpayment.
1 voteHi Jodie, while Xero won't automatically create the credit note for you. If you are reconciling a single payment to multiple invoices, you can use Find & Match choose all the invoices, and then in section 2. choose 'New transaction' receive payment. When the screen opens the transaction to enter detail use the drop down next to 'Received as' to select Overpayment.
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Invoices - Mark invoice as Sent after payment is recorded
One of our customers requires the PDF invoice with zero due AFTER the payment has been applied. If I forget to mark "Sent" before applying payment, Xero will not allow this box to be checked, and I have to remove all payments, mark sent, then enter payments and credit applications again. Since we use the "sent" feature to cross check that we have submitted invoices, this is important. There should be no reason this is not editable after payments; and there are additional features that can't be edited after payments as well, that used to be editable in the old…
2 votesHi Margie, appreciate you have a slightly different use for Mark as sent than it's designed for. While we don't have any plans for enabling this check box once payment is applied, you could Email the invoice(even to yourself) which will mark it as sent.
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New invoicing - Send invoice via sms from laptop
I like to be able to send an invoice to both email and SMS at the same time from both laptop and phone
2 votesHi Chris, I see you're based in AU and we're pleased to share that we have now added the capability of being able to send via SMS along side email from your laptop in AU.
You can now select the three dots in the top right of an 'Awaiting Payment' invoice, then choose "Send SMS" from the menu.
While we will look to expand this to other regions in time, we don't have a set date for this yet. We'll be sure to come back here and share further updates when this happens. 😊
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New Repeating Invoice - Include option for "Fortnightly" Transactions
In the "New Repeating Invoice" section, Sub section "Repeat This Transaction Every" only has weekly or Monthly. A lot of employees get paid Fortnightly (Two weeks) and would be a great addition to add the "Fortnightly" option. Also adding the "Fortnightly" option in the Reference, Place Holder area. Please see the attached image as these area are highlighted.
5 votesHi team, this is already possible with the options in the repeat template. You'll want to enter the number '2' and select 'week(s)'. 🙂
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New invoicing - Show invoices with "includes Adjustments to Tax"
In Classic views if there was an Adjustment to Tax it was quite obvious when the Invoice (or Bill) had an adjustment to tax. Compare that to the new Invoice screen where there is nothing showing that this adjustment exists.
It must be sitting in the database somewhere as its shows in classic invoicing.Could this be added back into new invoicing plus could there be a report or filter that could show invoices or bills that have an adjustment to tax?
11 votesHi everyone, apologies we've not updated you on this idea sooner.
Where you're using the UK or Global editions of Xero it is possible to manually adjust the tax amount of individual lines of your invoice with new invoicing. This is slightly different to classic where you would adjust the overall tax amount of the invoice.
If the Tax Amount column isn't shown already, click the show/hide fields button where you'll have the option to check this - While this column is possible to view for all orgs, as with classic invoicing only UK and Global editions will find the option to edit the Tax amount of your invoice lines.
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New Invoicing - Use item sales price when copying from Purchase order
New Invoicing problem - we are copying new invoices from the existing purchase orders and prices on the new invoices are showing as a cost price instead of the sales prices! :(((. A massive issue! Also, the new invoicing look is not user friendly with a lot of space on the screen. We were very happy with the current invoicing when everything was working perfectly, and the new invoicing does not work for us at all. Dear Xero developers, please do not fix what is not broken and leave the current invoicing as it is.
13 votesHi everyone, we appreciate your feedback on this and I'd like to confirm that our team have implemented a change. Now, when you copy a purchase order to a draft invoice, where it includes items from your Products and services Xero will use the Sale price and account saved for that item when creating the invoice.
Thank you for sharing with us on this and staying updated though product ideas, here.
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New invoicing - Calendar to remain stagnant when moving through months
When you open the calendar to input a date (e.g., expense claims), the calendar box changes shape/moves around when you click the arrow to go back over previous months because the number of days in each month varies. The calendar shouldn't move around because you must keep repositioning the cursor to find the arrow again.
As someone mentioned in another comment, allow the ability to use the mouse scroll to go back and forth.
4 votesHi Kelly, if you're still experiencing issues with this I would recommend connecting with our specialists at Xero Support via Xero Central to take a closer look and confirm if working as designed.
We made a few changes to the calendar a few month back that I believe will have resolved any issues you were having with the calendar moving around like you've described here. Thanks
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new invoicing
New invoicing - Not user friendly
I am sure that there are some great features with the new invoicing but I cannot see them!!
On the new invoicing screen, where do you see the exchange rate and the payment status of an invoice or if a credit note was applied to an invoice.
The Classic invoicing working well and if it isn't broken then don't fix it!
1 voteHi Celeste, appreciate your feedback here. Each of the points you've shared should be visible within new invoicing.
If you're entering a multi-currency invoice the exchange rate is shown at the top right of the invoice, and you should see the status of the invoice i the top left beneath the blue banner e.g Awaiting Payment, Paid etc.
I've attached an image of this for your reference.
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Invoicing - Stop capitalizing the address line for City
On the PDF invoices, Xero automatically CAPITALIZES the entire town/city name, even in my custom invoicing template. It looks unprofessional and I want it to go away. I've avoided this by typing all new addresses on the first line, but I have imported hundreds of contacts into Xero and I don't want to go in and change every single one of them.
5 votesHi all, in Xero City, State and Country fields appear in capital letters when using a standard invoice template. This is because the US Postal Service (USPS) recommends these fields are in all caps.
Currently you could use an advanced invoice template and replace the merge field <<ContactPostalAddress>> with some or all of the following merge fields to change the way this appears:
- ContactPostalAddressLines
- ContactPostalRegion
- ContactPostalCity
- ContactPostalCountry
- ContactPostalPostCode
- ContactPostalAttentionTo
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preview invoice
In the old invoicing you can preview the invoice without downloading a PDF. I would like to view them again in the new invoicing without having to download a PDF.
1 voteThis is already possible, and you're even able to preview an invoice without using your mouse now with keyboard shortcuts! If you type Alt-Shift-V(Opt-Sift-V on a Mac)
Otherwise, you'll see this option next to Save within new invoicing view.
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Sales invoicing - amend VAT
Can you make the VAT amendable on the new invoicing system. We link with the Clover till system and the vat is always a few pence out, but the new invoicing doesn't allow us to change the vat amount.
1 voteHi Lindsey, you should find that you can add a Tax Amount column within new invoicing which will allow you to change the tax amount of the individual lines so you can correct the cents between your other system and Xero.
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New invoicing - Show full Tracking category
Despite some condensing of information and improvements to the appearance of new invoicing, it continues to display information with less clarity and efficiency than before. This is only one example but on classic invoicing, entering a tracking category that was too large for the field would cause the vertical height of that row to increase. Now new invoicing simply cuts off the field after a certain character limit.
This system is not ready for default deployment and you have no idea how bad the support storm is going to be on the 2nd of September. Please push back the default…
5 votesHi everyone, our new line item grid has been released, and you'll find with this update along with other changes, that all fields now wrap. So if you have an account, tax rate or code that is a little longer you'll be able to see the full name of this when invoicing. We appreciate all your feedback on improving new invoicing to suit your needs here. Thanks
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Invoicing - Ability to bulk update product details within draft invoices
For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices
10 votesHi team, I'm back with an update as copying values up or down a column within an invoice using drag and drop or keyboard navigation is now out to all users!
This makes it much faster to repeat or update line-item details across multiple rows, which should help when things like product pricing need to be applied across an invoice.
To use it, click the blue dot in the bottom-right corner of a cell and drag up or down the column. Otherwise you can use your keyboard - hold Shift, use the up or down arrows to select cells, then hit Enter.
We appreciate that there may be some customers that would like to automatically update the inventory item sales price from the invoice and that isn't encompassed in this release - you may like to add your vote to this idea to stay up to date if there's any…
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New invoicing - Move CIS labour income deduction to bottom of invoice
Keep the CIS Labour Income Deduction line at the bottom of the new invoice format.
why has it been moved to the top of the invoices on the new layouts??
13 votesHi team, apologies we have not updated this idea before now. Testing this with the current invoicing experience it appears that this has now been solved.
You'll find CIS deductions are shown beneath the Total of your invoice before Amount due. Thanks!
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New Invoicing - Show email as address
It would be great to use email address as address in an invoice as often clients only provide an email as contact.
i.e no delivery address.1 voteHi Marcel, with the standard invoice template this will show the billing address on the PDF of the invoice. If you don't have a physical address for the contact and want to include the email address, enter and save this in the billing address details on the contact. You can either do this from their contact record or on the fly when creating the invoice. here's an example I created of how this will appear.
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New invoicing - Attaching supplier invoices
On Classic, we could attach supplier & subcontractor invoices to our invoice when we sent it to clients. We haven't been able to do this since moving to the new invoices. We've reached out to Xero regarding this and the help we have been given has been generic and not at all related to the problem we've sent screenshots about. Very disappointing. What happened to a member of the team accessing our setup in a meeting (??Teams or Zoom etc) and working through the problem with us. That used to happen in the past but that personal touch that made…
2 votesHi Glen, sorry to hear you've not had the best experience recently when seeking help. Generally our team are happy to arrange a call if requested and do offer screen meets to troubleshoot issues.
We know some customers were finding the upload files option a little tricky in new invoicing and recently we released a enhancement that now allows you to drag & drop files anywhere on the screen (rather than directly onto the Files attachment window). I believe this should resolve the issue you've noted, and would recommend giving it a try but please do respond to my update if you're still having any difficulty with this.
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Invoice Branding - Remove Itemised detail
We use a a CRM system to create our invoice which is then linked to XERO. On our CRM system it itemised the components of the invoice this is also transferred. Is there a way on the xero invoice that this feature is not transferred so that the invoice only shows description and the total value of the job, ie NET, VAT GROSS.
We do not want the client to see the full breakdown.We send statements to our clients which has a link to the invoice due to the issues of the itemised invoice our clients can see this…
1 voteHi Dawn, this is possible with the use of an advanced branding theme. Using the DocX template you can customise the template to remove merge fields that you don't want to be shown to your customer.
Once set up as you like you'll want to upload the template to your branding theme in Xero, and then apply to contacts or to any individual invoices you'd like this template used.
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Monthly subscription
Go back to sending the monthly invoice with the notification. When you changed this so we had to log on and download the invoice it makes more work takes more time and we are less efficient. I had already emailed you about this but received no reply. Regards Arthur
4 votesHi community, our subscriptions are on a monthly basis. If you have any issues with receiving your invoice it's best to contact our specialists at Xero Support to take a closer look and confirm any queries round this.
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Sales - Bulk add payments to non bank accounts
It would be useful to be able to pay invoices in bulk through a designated accounts (which is not a bank account) in the event for example of invoice financing.
Currently we need to go in each invoice and enter the payment details if this is not going through the bank account.
The approach could be similar to the batch payment on the "Bills to pay" side.
2 votesHi Alan, similar to batch payments in the bills side we have batch deposits in invoicing.
You could create a batch deposit to record payments in bulk. Providing payments have been enabled to the account, a non-bank account can be selected for the deposit.
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New invoicing - View Item Code and Tracking columns on saved invoice
Unless I'm missing something, I can't seem to see the Item Code or Tracking Code fields on a saved invoice? They are there in Edit mode, but not when viewing a saved invoice? We don't need to include these columns on the invoice sent to clients, but do need to be able to see them for internal use without having to go into edit mode. Until we can do this, we won't be able to switch to the new invoicing.
5 votesHi team, apologies we haven't updated this idea sooner. Our product team made a change to the approved grid view a fem months ago, where now you'll see Item code and Tracking as separate columns once the invoice is approved to make it easier to review your information. We appreciate your feedback here and sharing through product ideas.
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