1126 results found
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Joblogic integration - Selections for invoice status
When syncing invoices from Joblogic to Xero, they post straight to approved status - can a feature be added so they can be posted to 'awaiting approval' to avoid dating errors on the invoices?
Thank you
1 voteHi Parris, many of our applications have designed and built their integration with Xero themselves. They are best placed to engage with on any changes you feel could enhance your experience when integrating data from their application to Xero.
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Sales Invoice - Show associated Project name on the invoice
Currently, while raising the invoice, it is not possible to show the project names in the invoice above the works done. The works indicated in the invoice should be linked to the project and this project name should be shown in the invoice.
80 votes -
Online Invoice | Stripe - Allow gift card payment
Ability to pay using gift card that is supported in stripe, using giftup.com
3 votesHi community, we appreciate the interest in being able to use Gift cards when customers are making Stripe payments. This isn't in our roadmap just atm, but we'll track appetite through the idea here.
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Invoice - Create a single receipt for multiple invoices
Send a single Receipt for multiple invoices which will help the customers who are expecting an annual Tax receipt for the payments made for the reporting financial year.
8 votes -
Reporting - Add a Quote Title column to the Outstanding Quotes Summary
Quote Titles should show up in the reporting so that clients can see which projects they are looking at. This is much different than a reference which is typically a job or project number that the client needs reference to.
10 votes -
New invoicing - Auto tax rate to recognize non US address
Had to switch back to Classic INVOICE again... Because new INVOICE does not work...
Auto tax rate for us in the US can be a good feature if implemented with smarts... That seems to be a big IF... Some of us do business internationally. So not all our invoices are for US based customers.
Creating an invoice for a customer in Germany... !!!Unable!!! to complete the INVOICE because Auto tax rate insist I have to have a state for it to work???
IT IS IN GERMANY... No state required and being outside of the US Auto tax rate should recognize…
2 votes -
Sales - Filter by Credit notes
Sales overview should include an option to view credit notes only (appreciate that this can be done by sorting on amount and looking for negatives) but would be nice if there was a one click option to show credit notes only
2 votesGood to know you're aware of how you can get a view of your credit notes for now. This isn't something we have direct plans for at this stage, but we'll track the interest from community here and share if there's any progress.
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Sales invoice - Option to add a new line between existing lines
Hi Community, we need to have the option to add a new line between the invoice instead to go to the bottom part of the invoice to create it, and then moving it where we need it, many times I need to add a line in a large invoice but to make it, I need to go down to the bottom part, add a blank new line and move it where I need. If we can just make right-click and add a new blank line where we need it, it will be easy to create or amend an invoice.
42 votesThanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
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1 vote
Hi Chloe, we don't generally develop integrations ourselves. Instead we have a Developer Centre where interested parties can get information and connect with experts that can help them develop and build an integration with Xero themselves.
I'd recommend sharing this link with Alto to see if this is something they'd be interested in developing.
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New Invoicing - Approve & email + add another option
Hi Kelly, could we have approve + email plus add another invoice on the same option drop down please, saves soo much time 🙂
5 votesThanks for the suggestion! I've made sure to pass your feedback on to the the team, we don't have any immediate plans for this but will be good to build the interest of this here and I can keep you updated if any plans are made.
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Stripe - Collect payment in Xero
Is there any plan to add an option for collecting payments through Stripe directly within Xero? Often, when I call customers for payment, I am in Xero looking at the invoice, and the customer wants to provide a credit card for payment. Currently, I have to log in to Stripe to process the payment. It would be much easier and more efficient if I could charge the client directly from the invoice itself, don’t you think?
1 voteHi Hershel, not on the immediate roadmap, but as we continue to develop our partnership and embedded experience with Stripe this maybe something we look to provide longer term.
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Multicurrency - Automatically update prices for currency invoices
When generating quotes or invoices in foreign currencies, the amount should get automatically converted based on the current conversion rate. At the moment this needs to be done manually as the system just changes the currency without actually converting the value. This can be quite tedious if there are a large number of items or prices in an invoice.
5 votes -
Invoicing - Remove UTM tracking parameter from online invoice links
At present when you create an invoice and then use the triple dot menu and "get Link" option you are presented with a overlay which gives you the Invoice link that you can give to the customer. But this link includes an extra querystring parameter utm_source - I want a setting that stops this being added to any links.
The links currently look like this:
https://in.xero.com/XXXXXXXXXX?utm_source=newInvoicingGetLinkButtonAnd I want them to look like this:
https://in.xero.com/XXXXXXXXXXThey are long and ugly looking with the UTM parameter and current I have to remove this manually from every link. I also think adding…
6 votes -
Invoice list - Show invoice number in message when invoice has been saved
When a sales invoice is created, when you get the message Invoice saved, please also displau the new invoice number, so that is doesn't need to be looked up.
2 votes -
Invoices - Apply Autopay to multiple invoices at once
Allow autopay to be applied to a group of recurring invoices, rather than having to enable it on individual invoices. This would be useful for turning Autopay on for a number of invoices for the same customer or turning it on for a number of invoices for different customers.
2 votes -
Invoice - Ability to charge a credit card on file
It would streamline workflow if there was a feature that allowed us to store a client's credit card on file and when a single invoice is sent out to the client, the business can charge the card on file.
In previous invoicing systems, I was able to "store" a client's credit card on file and then invoice and charge the credit card on file. This is an important feature for my business as it removes the burden off my clients for paying the invoice and reduces the amount of follow up on my end for collecting payment.
24 votes -
New Invoicing - When selecting Files, hide the ones that are already attached
Attaching a file from the Xero Library to the new Sales Invoice template. Files saved to a folder within the Xero library now show ALL files rather than just the ones unattached, so you have to sort through all of them until you find the file you need (the attached ones were not shown in old invoicing). This is taking longer to process.
I do sort the files in submission date order, but when you have up to 50 per month submitted it takes a while to scroll through the already attached pdfs.1 vote -
New invoicing - Make item code mandatory
To have the option to make the selection of an item code compulsory when issuing a sales invoice from Xero.
3 votes -
Invoices - Feature to 'write off' as bad debt
At the moment, you need to raise a credit note to write off a bad debt, which then records the invoice as "paid" which is extremely irksome, and factually incorrect. There needs to be an actual "write off" option so that the debts don't show up constantly in your reports and you can claim a tax deduction for them, but they don't get recorded as paid.
744 votesThanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
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Invoicing - Move 'Amounts are' drop down to right side of page
When adding an invoice we can add an amount and make it either Vat inclusive or exclusive using the drop down box.
Currently this box is on the left side of the invoice layout..why not have it on the right next to the total box as it was in classic view?
It would be more user friendly!1 voteHi Phil, appreciate the feedback. Our teams did lots of research and user testing when making decisions on the placement of options within invoicing.
Being open we don't have any plans for changing the placement of the Amounts are field. However it'd still be good to track the interest in this from our community here that our team can consider.
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