563 results found
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New invoicing - sending invoice reminder in a closed period
New Invoicing - currently wont allow me to send an invoice (as a reminder for payment) if it is in a locked period. Which i don't understand as it is not affecting the accounts in any way.
It is very time consuming having to download and then email from google, rather than straight from Xero as before.5 votes -
Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
33 votesHi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
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New invoicing - option to 'approve and close'
There are new options now under 'Approve' on the new Sales Invoice. The majority of my invoices are created post-purchase, so I create the invoice, approve the invoice, then usually need to go back to the Invoices overview. I want to see added 'Approve and return' or 'Approve and close'. Currently it takes me three clicks to get back to the invoices, because I need to click on Approve, then 'Invoices' from the breadcrumb, then to 'All' since it defaults back to Awaiting Payment. (Why doesn't clicking 'Invoices' from the breadcrumb take you back to the All tab?? Surely that…
5 votesHi Trudi, while the Business menu option I mentioned in my last update remains the best flow for what you're after here currently.
I thought it may be useful to share that we've recently released some keyboard shortcuts for common actions in new invoicing that may help improve your efficiency when invoicing. Our product team have added small prompts to highlight these in the product while our customers familiarise, and if you’d like to view the full list of options you can see them all on Xero Central.
We'll continue to track the interest in an approve & close option here, and share if there are any changes planned that may impact this.
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New invoicing - Ability to cancel out of draft sales invoice
Cancel a Draft Invoice from Invoice Screen (rather than delete which loses the invoice number). Another user made this same suggestion and the Xero response was to hit the delete button and they then closed down the comments/voting option. However, her point was that if you cancel out of the invoice then the invoice number you cancelled out of is still usable, whereas hitting delete means the invoice number is no longer usable. Why has the cancel button been completely removed and only the delete function is now there.
9 votesAppreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
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New invoicing - Increase size of item code display
The item code on the New invoicing shows much smaller that it was on the Classic Invoicing. Example attached shows how much harder it is to read. Can this be enlarged?
6 votes -
New Invoicing - Move the "add last items" option
Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.
4 votes -
New Invoicing - Change tabbing behaviour
Hey Xero, there seems to be a lot of issue and complaints about new invoicing. How about giving us all a break and re-enable the old invoicing till you get thing sorted out.
- Cant stop auto save , there is no undo button if you make a mistake.
- Tabbing between fields is not the same.
- Can't add expenses and leave them un-allocated to a GL, I know that the expense is @ cost price and needs to be completed. -Cant change the Customer with Billable expenses assigned without loosing the billable expenses and have to re-assign them
Cheers
2 votesAppreciate your feedback, Selwyn. We try to keep each idea separate so it's clear to others in community what they're adding their vote for, we can gauge the interest in a particular feature, and we can keep everyone updated of any development.
In relation to the points you've shared here we have an idea you may like to join around being able to switch off autosave, and another around the auto suggest feature that current fills in the account GL field for you and relates to your second point on leaving this blank.
Our team did make some changes to the flow of tabbing, so this should be more logical however it'd be good to get more detail on what's causing you issues when tabbing in new invoicing atm.
It might help to get a bit more detail about the billable expense scenario you're running into, too. In terms…
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Invoicing - Option to copy different parts of invoice when select option to send to self
Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.3 votesI'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.
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New invoicing - Option to turn off 'mark as sent' pop-up
Stop "Mark as sent" pop-up for every invoice. When making multiple new invoices, this pop-up occurs for each invoice made, no matter if reminders are turned off. This is new, started April 2024, and XERO support states there is no way to turn this off.
13 votes -
New invoicing - Print packing slip in one click
We print packing slips for every invoice we print, since the changes xero has made it has added another step in out process, we are all about streamlining our processes. We would like to revert back to the old way as this is adding time and is also adding more unnecessary files to our computer system. please help us to streamline this process again as the current system doesn`t work for us
16 votes -
Invoicing | Payment - Show invoice details by default
Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.
Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.
As it stands I have people who think I'm invoicing…
4 votes -
New invoicing - Attach more files to invoice when sending/resending
I'm currently re-sending an invoice (manually sending a reminder) and I'd like to attach the email delivery receipt (which I have because I originally sent the invoice to me and then forwarded to the client from Outlook but that's a different set of bugfix/feature requests) as a file to the reminder. The only way to do this at the moment is to back out of the invoice sending screen, attach it to the original invoice and then send the invoice with the attachments both old and new.
I'd like to be able to attach things to the invoice email when…
2 votesAaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.
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Sales invoices - Bulk date change
Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth taski.e also an option for '30 days payment due upon receipt of invoice' 😃
16 votes -
Invoices - Filter and Download Specific Invoices in Customer Statement
I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.
For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.
It would be incredibly helpful if the SOA report could include a filtering option where users can select…
4 votes -
Repeating Invoice - Update template if contact email address is changed
Repeating Invoice - Update repeating invoice if contact email address is changed
Cant add vote to original post since status changed to "Not Planned" so escalated!14 votes -
New invoicing - Ability to type in the tracking category field
I would like to see the ability to type the tracking category into the field in the new invoicing, be available again rather than a drop down menu that its not user friendly or time saving. The drop down often jumps to the incorrect tracking category, even after the correct one is selected.
2 votes -
New Invoicing - Make it work with Projects
The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?
6 votesHi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
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New invoicing | Send - show amount owed rather than invoice total
When emailing a sales invoice which has a credit note applied, the basic email template text should quote the amount owed MINUS the amount of the credit note. The email is incorrect with regard to the amount owed, and customers often erroneously overpay.
7 votes -
Invoice list view - Ability to tally by checkbox with search applied
Please add option to show invoice values excl/incl tax in invoice list views
Bulk invoice features. We would like to see more functionality added to the bulk editing in the sales overview/invoices:
- Bulk editing of Due dates
- Bulk editing of Expected date
A more consistent 'Tally by checkbox' - this works really well in the invoices lists where a sum of all checked invoice values are shown but this feature is missing in invoice searches.3 votesHi Jonas, it's best if we have each idea as a separate thread in the forums here so other members know exactly what they're adding their vote for and our product teams can gauge the interest in a specific feature.
I see you've already found and voted for this idea on bulk editing expected date. I've also just added your vote to this idea on bulk date change, and I'll slightly amend the title of your idea here for the 'Tally by checkbox' when you have a search applied.
While the current amount due shown on the list view will show as tax inclusive, if you'd like to view inclusive v exclusive you could run the Receivable Invoice Summary report where you have the option to add Gross, Net and Tax columns. Alternatively if there's a specific reason you'd like to view this from the list of invoices…
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New Invoicing - Selecting Print to trigger autosave
Packing Slips need to print what is on screen. Xero how about you create a rule to check what is in the Packing Slip fields and make sure what is going to print also matches. Don't expect the users to have to check what they are printing actually comes out of the printer correctly.
This is the response I got from my Trouble Ticket on this issue today, which suggests the users "wait a few moments to allow the auto save to complete."
New invoicing is very frustrating, why should we have to wait for something that works perfectly well…2 votes
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