8 results found
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Revert back to old Invoice layout
New Invoice Layout - Bring back the function to edit the "invoice titles". We use Commercial Invoice/Pro-Forma Invoicing & can no longer edit "draft invoice" to these headings. New layout just made life harder for people who use this function!
11 votesHi Lynsey, we appreciate your feedback however I want to be open here that we don't accept ideas for revert to an old experience.
That said I want you to know that our product teams are paying close attention to feedback on this change and around the same time as your post here they also rolled out an update that enables users to set a custom title for their invoices with the new invoice editor.
This is found within the Advanced section - there are a couple of common options the team have provided or you'll be able to enter and save your own custom title. 😊
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Why is the text when mailing invoices, now not populating variable information fields? I often customise my messaging and am now disrupted
Please give me back invoicing with variable fields populated. How can the gibberish now provided be a good idea and enhance user experience?
2 votesThanks for the additional feedback here, team and apologies for the earlier misunderstanding on my end.
Digging into this further - there was a change that we implemented in July to update how information such as the customer name, invoice number and amount due is added to emails.
Previously, these details could be filled in when you first opened or drafted an email. Now, Xero keeps the placeholders in the draft and fills in the latest information when the email is sent. This also applies to scheduled emails.
This means the email should contain more accurate, up-to-date information at the time it's sent. For example, if an invoice amount changes after you draft or schedule the email, the email will use the current amount when it is sent.
When composing an email, you may see placeholders such as [Contact Name] or [Invoice Number] instead of the final values. This is…
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New Invoice Look
I absolutely hate this part of the new invoice. The old look was much more classy and sophisticated. At least give us an option to go back to that please.
4 votesThanks for sharing your feedback on the new Invoice Template experience, Aysha. We understand your request to bring back the Classic Invoicing template layout or provide an option to switch between the Classic and new templates.
While we understand the value this request may provide, we’re unable to accept requests to revert features to a previous version, as we can’t commit to making this change.
That said, if there are specific improvements you’d like to see in the new Invoice Template experience, we’d encourage you to submit new ideas outlining your suggestions. This will help us better understand the areas where the new experience could be improved.
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Invoici improvement suggestions
Can Xero consider making the following improvements/updates to Invoici if these features are not currently available nor in the pipeline?
Add a Bulk submit button (whereby users can check different bills/invoices to transmit to IRAS)
Add a Fillter function so that users can filter the list of Invoices/Bills by identifiers such as Invoice/Bill number, Contact name, etc.
Add an Export function (to export the list of Invoices/Bills as Excel, .csv, PDF, etc.)
2 votesHi Sarah, thanks for sharing your feedback on e-invoicing.
We understand the requests for bulk submission, additional filtering and export options. As these requests relate to the Invoici platform rather than Xero functionality, they’ll need to be raised directly with Invoici.
For filtering and exporting invoices, Xero already has these options available from the Invoices and Bills to pay lists.
As this post also combines several different requests, I’ve updated the status to Feedback and closed it for voting. If there are specific improvements you’d like to see in Xero’s platform, please raise them as separate ideas so we can track each request individually.
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currency
Multi-Currency accessible in small subscriptions
1 voteHi Noémie, we appreciate your feedback, this will be shared with our teams. We do not accept ideas about Xero pricing plans or plan structures via Xero Product Ideas and cannot make commitments to ideas of this nature.
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invoice overview page show which invoices have had CIS applied.
On the all invoices Overview page It would be great to have a column which shows whether or not CIS has been applied to the invoice. Currently I have to Invoice the client and then apply the cis to the invoice after the client has seent the invoice so their accounts system can then deduct the cis. when you have multiple invoices. it would be easier to see which invoices have had cis deducted rather than going into each invoice to see if its been done. also it would be easier to have the option to just deduct the CIS…
1 voteHey Charlotte, thanks for raising this with us, we really appreciate the time taken. It seems like there may be some double handling happening and we would really like to help you streamline your ;process when raising CIS invoices. If you can raise a case with Xero Support and talk through how you are creating the CIS invoices and any other processes and they will be able to ensure the easiest path. If I have misunderstood your request you can reply to this with more information.
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Invoice Payments and Batch Deposits – Allow US Date Format
Fix the date coding to match the browser’s native date control, which presents dates according to the user’s locale while storing them internally in a standard format or the company's location.
The Invoice Payment and Batch Deposit ignore the organization's regional date settings when dates are entered manually. This only seems to occur in these specific windows, making the behavior inconsistent with the rest of the platform and interrupting data entry every time a payment is recorded, essentially causing havoc when regular users go to enter a date and don't check that it's correct, which makes reconciling harder, cumbersome because…
1 voteSorry to hear the troubles you're running into here, Julie. If other parts of Xero is using MM/DD/YYYY format except the Batch Deposit and payment workflow, 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. Thanks!
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Sent check box checked by default after approving an invoice
It would be nice to have an option in the invoices settings to have approved invoices automatically marked as sent.
This would be mainly for users that send their invoices with another program, so the invoices they enter in Xero are always sent.1 voteHi Guillaume, being open this isn';t something we have plans for and not seeing any support in your idea overtime this will soon be removed.
For the time being an option here might be to bulk select invoices from the Awaiting payment tab and selecting Print. This will give you an option to mark as sent and download one file of all selected invoices which you'd just need to delete. Appreciate not a solve.
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