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Invoices & quotes

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Invoices & quotes

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4 results found

  1. New Invoicing: in the History & Notes, an invoice has been approved BUT NOT SENT, then when the invoice is edited, a history note says " Invoice has been unmarked as sent " This is definitely not true. The invoice was never sent at this point, it was never marked as sent or marked as unsent. Please fix this incorrect Note in the History.

    5 votes

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    1 comment  ·  Invoicing  ·  Admin →

    Hello everyone, thank you for bringing this to our attention.

    We understand that you've noticed an issue where the History and Notes indicate that an invoice is "unmarked as sent," but there are no subsequent updates detailing the sending process.

    The product team is aware of this situation. To allow for a thorough investigation, we recommend that you raise a case with our support team.

  2. New invoicing...Very slow page load speeds to both open/create a new invoice on the new invoicing platform...and also to add a payment.

    Current wait time is 15-20 seconds per page load.

    Ive cleared cache and cookies to no avail

    I have uploaded some shorts on you tube for you to see the problem.

    https://www.youtube.com/shorts/M-iKYg1Rikg

    https://www.youtube.com/shorts/yxiFl34sIsc

    50 votes

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    26 comments  ·  Invoicing  ·  Admin →

    Hi team, we appreciate all the feedback we've received from you here.

    We're continuing to make changes and make updates across invoicing to enhance our customers use and experience when invoicing with Xero.

    We do want to make sure we're understanding any friction points our customers are having where they encounter slowness in our products however it's best that you raise a case with our Xero Support team where our specialists have tools to get a closer look. They can troubleshoot appropriately, properly investigate and if needed escalate any issues.

    While your feedback here's all been shared back with our product team, we urge you to come into our team via Xero Central if you're experiencing any ongoing issues with loading. Any detail you can provide on the actions you're taking when you experience slowness will help their investigation. Thanks

  3. Keep invoices in awaiting approval in the same order as the main screen list when clicking 'approve and view next'. We currently sort by supplier name, but this does not apply to when approving them, they appear to be in a random order for which invoice next appears. Would save a lot of time when approving invoices especially when a large batch done.

    1 vote

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    1 comment  ·  Invoicing  ·  Admin →


    Thanks for bringing this to our attention Kerrie. When using “Approve and view next” in the Awaiting Approval list, the next invoice shown should follow the current filtered and sorted order (e.g., by due date within the supplier filter). If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1 😊.


  4. We need an easy way to generate a Section 18A certificate from the system on receipt of donations from PBO's.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →

    Hi Zelda, appreciate your idea on Section 18A certificate generation.

    We’ve moved this to Feedback status for now, as the post doesn’t fully meet the criteria we use for product ideas.

    If you’re able to provide a bit more detail about what you’d like to see, it will help other users, and our team understand the idea more clearly. Once you’ve updated the details, we’d be happy to review the post again.

    Thanks again for taking the time to contribute.


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