131 results found
-
Sales Invoice - Ability to add Web link or QR code to Invoice or Receipt for Google review
It would be fantastic to have the ability to add a web link or QR code to a Googe review page or other external link (website, facebook etc).
When an invoice or receipt of payment is sent it would be great to follow this up asking for client to give feedback on service provided or to have them follow along on social media etc.2 votesThis is possible for sales invoices with the use of an advanced branding theme. You could download the docx template and insert an image (QR code) or statis text (a link) where you'd like within the template that customers could reference and use to review your business.
There is no template for receipts atm, but we have a slightly different idea for this that you may like to add your vote to.
-
Retain the edit, copy and void features for bills and invoices. These are used all the time in our organisations
Accountants need to to be able to amend the account to which an invoice or one of the lines on it is allocated, as we can with the edit function in Classic Invoicing. We also need to be able to edit the Tracking Category of an invoice or line on the invoice. This is vital for our organisation and likely to be so for others businesses where invoices and bills are booked by financial staff and checked by Accountants. The ability to copy a previous invoice is also used all the time and saves a huge amount of time. Also…
2 votesAppreciate your idea here, Michael. While it won't be possible to retain Classic invoicing, it is possible to Edit, Copy and Void in New Invoicing.
That said, a couple of the Copy to options (to a purchase order or bill) are planned for new invoicing but aren't there quite yet. You can stay updated on these through the ideas I've linked.
-
New invoicing - Enter key decimal point
The old version we used to be able to hit the Enter button whilst we are keying in the number keys to the right of our keyboard. In the new version we have come to realise that the Enter Button makes the decimal points pop up... instead of just being able to put in 50 for fifty dollars. I have been using the Enter key over near those numbers on the right since xero began and I am really hoping this is fixed ASAP if that is ok please
1 voteThanks for raising this with us in product ideas, Leanne. Appreciate it's been a few months since you first started this, however just coming back across and testing with the current experience it appears this is now working as you'd like to see here - When entering data in fields of a row in the invoice, if you press enter you'll move across to the next field. Also within an amount field like Qty or Price when you type in a figure and press enter this will move fields and round the amount to the nearest whole number, unless you have inserted a decimal point.
Let me know if there's anything you feel I'm missing within your idea here. Thanks!
-
Invoice Should Remain in the Same Format Once Sent
When an invoice is approved it must stay in the shape of an original table where the ledger account column and the tracking category columns are present, (presenting this information in a line with a small font is ridiculous).
2 votesHi Melissa, coming across your idea here you may have already noticed that a couple of weeks ago we released an update to the view of an invoice so all details are now shown in separate columns (similar to classic). 😊
Thanks for your feedback and sharing how we could improve things for you, here.
-
Invoices - Change Column widths on invoice template
On the invoice template there is a lot of 'white space', particularly to the right of the Product Description, which frequently wraps to a second line. The Product Item code also wraps to a second line on occasions. The Quantity, Unit Price, Discount and VAT columns could be reduced in width to allow for the increase in Item and Description fields.
11 votesHi community, thanks for your feedback here. While we won't be providing the ability to manually adjust column widths our product team recently released a new line item grid that with other improvements, optimises the padding, text size and column width so it is more compact and you can see more detail without the need to scroll.
All fields will also now wrap, so you'll be able to see all information of your account, tax rate and tracking without having to click into the field.
-
New invoicing - Pay now link in email
We use many xero accounts, and for two of them, when accessing the invoice link, the invoice appears first, followed by a "PayNow" card payment option in the top left corner. However, for the other two accounts, the card payment window appears first without the invoice, which causes inconvenience to customers. (Of course, there is a download option at the bottom right.) Please change the settings to make the invoice appear first.The specialist can't fix this, and the different output seems to be a xero system issue. Please fix it soon.
4 votesHi everyone, within Email Settings you can edit the email template and deselect 'Include action to online invoice and detail summary'. This will strip back the look of the email a bit but this means the pay now, or Review and pay link will stop showing and instead you can just include the link to view the online invoice for your customers.
If you'd like to have a look at how this appears before implementing in your org, try sending yourself an invoice from the demo company.
-
Xero Accounting app - Support US Auto Sales Tax
Including the AUTO lookup feature for sales tax in the Mobile App would make the product usability much better in states such as Colorado. To create invoices at "pop-up" events in various tax jurisdictions is crucial so you don't have to remember to continuously load new rates for complex destination /home-room rule situations. The "usability" of the app would be increased rather than being tethered to a computer to manage.
7 votesHi team, happy to share an update that we've made so now auto sales tax invoices are now available via the mobile app! 😁
We appreciate hearing how you make use of the Xero Accounting app and hope this change helps with your experience and invoicing on the go. Thanks
-
New invoicing - Due in 10 days
Could you please add "due in 10 days" in the drop down on an invoice?
1 voteIf this is the common selection for due date you can set this up as a Default in your Invoice Settings, Denise. It's also possible to set this up as a default for individual contacts if you'd prefer too. 🙂
Alternatively, you might find it handy to use the shortcut when entering your invoices. You can simply type +10 in the due date field and it will set the date to 10 days after the Invoice Issue date.
-
Invoicing - Keep Classic Email Template as an option
Feedback on the Updated Email Invoice Template: Prioritising Client Experience Over Financial Details
As a business owner wholly committed to providing exceptional customer service, I've encountered significant issues with the new email invoice template that I believe warrant urgent attention from the Product Team.
Focus on Experience, Not Payments: Our aim is to immerse our clients in a seamless service experience. By prominently featuring payment details in the email, it inadvertently shifts the client's focus from the quality of service to financial transactions. Clients should have the option to review detailed financials at their discretion by accessing the invoice themselves.
…
2 votesThanks for your feedback, Andrew.
We appreciate the new view may not be to everyone's liking. If you'd prefer to strip this back, you can edit your Sales invoice Email template/s to uncheck the option of 'Include action to online invoice and detail summary' as shown in my screenshot.
-
New Invoicing - Show stock level when adding a Tracked inventory item
When typing a quote, available stock used to show (when you typed a figure in the "quantity" field (if available stock was less than required the open window would turn red) but it doesn't now. It would be great if this feature were also added to invoices (and quotations as before) so that one didn't need to check stock on a different page for each item being invoiced. I note that it shows when typing a credit note, so it must be possible!
168 votesHi everyone, back again and pleased to share that viewing stock on hand is now with all users in new invoicing!
We appreciate the engagements you've all shown to let us know the importance of this feature when invoicing and how being able to view how many items of tracked inventory you have when invoicing, enhances your workflow. Thank you for feeding back and sharing your thoughts with us here.
Do keep joining, or start new ideas to let us know further changes you'd like to see developed.
-
Invoicing - Approve and send invoices when customer is over their credit limit
I would like to request the Xero add the feature to be able to approve and send customer invoices even when they have reached there credit limit in the new invoicing. Currently this feature is available in the classic invoicing of Xero. Xero are forcing everyone to move to the new invoicing from September 2024.
We use an external software for our customer invoicing and then import these into xero the following day after the sale has occurred and email the invoices to the customer. Moving to new invoicing currently means that for any customer that is over the credit…2 votesHi Afaik, as part of setting a credit limit there is an option to "Block new invoices when credit limit is reached" if you'd still like to be able to send invoices once their limit is reached you'll just want to edit the Contacts record to deselect this option.
-
Sales invoices - Tax on each Line item to show
Ability to have the tax amount show on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount as per on screen, but when Printed to PDF it shows no Tax amounts per line.
4 votesHi team, returning to the idea. To confirm, with standard branding you can simply choose whether the amounts shown on your invoices to customers are tax inclusive or tax exclusive.
In terms of default tax the Tax Amount column that can be shown on the invoice within Xero - it's possible to use an advanced branding theme and customise the DocX template to add the TaxOnLineAmount merge field to make this visible to your customer. If you'd prefer to not show Tax Rate or Tax name you can also use the advanced branding template to customise and remove these fields.
-
New Invoicing - Retain automatic suggestion for email address, based on previous contacts
Please include the functionality of classic invoicing which allows Xero to suggest email addresses based on your previous contacts used. This is a key time saving feature in our workflow and one of only a few reasons we cannot transition over. This feature also appears to be impacting other users with a slightly different issue - https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47697284-new-invoicing-keep-the-previous-contact-when-usi
5 votesHi team, sorry we didn't return to update you on the deliver of being able to keep the contact when copying an invoice with new invoicing.
This was released a couple of weeks ago. Now when you copy an invoice to a new draft invoice you'll get the option to keep the same contact.
It;s worth noting that while the contacts details will follow through to the new invoice for sending purposes. Defaults are not automatically applied - So, if you'd like contact defaults to be applied to the new invoice you'll need to remove the contact and then re-add in the new draft invoice.
-
Sales invoice - Adding lines to invoices
When invoicing it should automatically add more lines as required rather than having to manually add extra lines.
2 votesHi there 👋, like mentioned (Thanks Freya) when using new invoicing and you enter any data in the current line a new line will automatically be added below so you don't need to manually add new lines 🙂
-
New invoicing - Bring back "add last items"
Can we please bring back the 'add last items' for an invoice?
This saved us A LOT of time on regularly customers.
Not sure why it was removed.4 votesHi everyone, i can confirm that '+ Last items' is available when you add a contact in new invoicing and is shown beneath the contact name. The items added will be for the last invoice that was approved for that contact.
The only exception here is if you have the Invoice only Draft role in which case this feature is not available.
We're looking at slight improvement to where this is placed on the invoice to make it more noticeable. However, if you have the right permissions and still aren't seeing this option where you'd expect it to appear when invoicing, please raise a case with our team of specialists who have tools to get a closer look and see why this option mightn't be appearing for you. Thanks
-
New invoicing | History & Notes - Show email sent to
Can the new invoicing template show the address like the old templates used? Now if you go into edit the addresses have disappeared and to check if it is correct you have to click on the contact and fix it in a new tab.
Also the notes section has removed the time stamps and the email address the invoices get sent to. Can the new invoicing have the same notes and history function as the old one.118 votesHi team, I can confirm we have released another update for the history of new invoicing where now you'll see an entry when the invoice is sent and the email address it has been sent to. 🎉
We appreciate the interest we've seen around this. We still have a few more pieces of work we're doing around the history in new invoicing and you can stay updated on this progression on this idea.
-
Export Invoices
Be able to export draft invoices to Excel, also to be able to add columns eg VAT (or tracking categories or nominal codes) to the report view
1 voteHi Tamara, this is already possible. From the Drafts tab just click the Export button. This'll download a CSV file that you can open in Excel.
If you've set up and are using Tracking in your invoices there are also columns for these, as well as VAT.
-
Draft invoice save prompt
Add a prompt to save a draft of an invoice when leaving the invoice screen to add or change a contact or address or check something.
1 voteAah perfect sound like new invoicing is the solution for you here then, Kevin. As mentioned from a draft invoice as soon as you add a contact Xero will begin autosaving any data you enter.
-
New invoicing - Add project
To be able to add projects within new sales invoice like you can in classic invoicing
1 voteHi Debbie, we'll move this across to delivered as mentioned in my last update it is possible to assign items of your invoice to Projects you've set up.
If you're not seeing this column by default, you can click the 'Show/hide fields' button to add this to the grid view.
If you've set up tracking for your projects and are interested in being able to add a new tracking category while invoicing we have a different idea for this across here that you can join for updates.
-
Ability to add files or photos to invoices. Common in construction
Ability to add photos or external files to invoice emails. Common need in construction
1 voteHi Lee, this is already possible. You can attach files to the invoice, and you'll just need to select to include the file when sending the invoice. We have some help on this here.
- Don't see your idea?