1108 results found
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Xero Accounting app - Ability to enter negative lines in an invoice
I would like for there to be the option to add a minus figure into a sales invoice in the Xero App - the same as the browser version.
27 votes -
Sales Invoice | Discount - Ability to set account (not impact line Account)
Discounts - the ability for the discounts in sales to be allocated to an expense account rather than distorting sales figures. At the moment each line item has the cost of the item then applies say 10% discount equals net which then is allocated to the sales account. I would like the option to allocate discounts to an expense called discounts given so that we can track and show the correct sales figures. By distorting sales figures you could be affecting calculations like WET. other programs allows you to setup discounts given & taken and freight even.
28 votes -
Credit Notes - Create for Contact Groups
Allow credit notes to be created for contact groups in the same way invoices can be.
4 votes -
Invoicing - Option to email invoice as a CSV or PDF
It would be great to have the option to email a customer invoice as a csv or pdf or both. We are getting an increasing number of requests to send the csv version of invoices for our customers and this is currently quite a manual process to email the exported invoices.
7 votes -
Invoice Payment- Stripe Partial payments
Ability to have partial payments through Stripe.
Purpose: Users can easily set up partial payment in one invoice rather than having to create separate invoices.
211 votesHi community, we wanted to provide an update as we've been working on development for accepting deposit payments(another highly voted idea).
This week we began rolling out a solution for deposits powered by Stripe to a limited group of users. We know this functionality will also bridge the gap for customers in this idea, and have included anyone that's voted here and is connected to Stripe in this early rollout. We'd love to hear your feedback - You'll receive a banner in your organisation on how to use this feature.
I'll be back again with more news as the rollout progresses. 😊
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Sales Overview - Add column with invoice line details
add column in invoice overview. Hi, I was wondering if I can add a column in the program in invoices overview. When I used sage 50 account before, I could see a list of invoices and first few lines of what the include. Now when I go to a customer and would like to check how much I charged for particular job and I don't know when it was done, I need to open each individual invoice to see description. My invoices usually include one to three lines and would be very helpful to see in one of the column…
6 votes -
Branding - Add Tracking Categories to Invoice Template
Adding tracking categories to a sales invoice template.
78 votes -
Invoicing - Ability to edit Terms & Payment Advice within individual invoice
Invoice - ability to edit Terms & Payment Advice on each individual invoice for each customer
7 votes -
Invoicing - Auto updating your quote or invoice while working on it.
Send quotes and invoices via WhatsApp.
5 votes -
Repeat Invoice - Ability to discount by amount
When you create repeat invoices it only allows discount in % but when you create a manual invoice you can have discount in % or £. This should allow both for repeat invoices as well.
17 votes -
Invoices - Populate Description when importing with Item Code
When bulk importing invoices, I want everything to have the same item code and description.
BUT when they import, the item description does not pull through.
And the item code needs reclicking to make it pull through.
Therefore, you have to go into every invoice individually.
It should be updated so that when you import invoices, everything pulls through correctly.
3 votes -
Invoices: Bulk update invoice all lines
It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.
For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a…
27 votes -
Invoice reminders - Automatically send invoice overdue notification to designated email address
So far I know Xero only have features of sending overdue invoice reminder to customers, but in absence of the feature I mentioned. This feature is good for the operation.
The invoice overdue days could be set by us and automatically send the notification to our preset email address once the overdue day came. So that, our customer services staff can easily be notified all the overdue invoice and doing their followup tasks.3 votes -
Quotes - Ability to request signature
Instead of having the client simply click on "Accept" quote, they should be prompted to actually digitally sign the quote. If there is for example two people as the contact, then both of these owners need to sign the quote for it to be accepted.
27 votesThanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
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Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices
The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.
The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts on invoices were not paid by…
23 votes -
Repeating Transactions - Customise placeholder format
It would be great if the placeholder format can be customised:
i. with all capital letters
ii. date format "01/01/2023"
iii. with "JAN" instead of "January"
iv. with "23" for 2023
9 votes -
Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…
14 votes -
Quotes - Automatically add attachments when emailing
We have to disclose certain information when issuing quotes and it would be very helpful if we could choose a template that automatically adds documents to our quotes as instead we have to; create the quote; process it; go back into the quote; attach the files and then send this out to the client. We only have 1 business manager and this is very time consuming for them as their time could be spent elsewhere.
7 votes -
Contact - Ability to block creation of new invoice when invoices overdue
For now there's a option to block issuing invoice for customer which exceed a certain credit limit. Can we have more options to block a customer, like overdue invoices etc.?
13 votesAppreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce.
In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.
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Invoice Report - Including account, date paid and method of payment
I want a payment report of invoice payments made into my bank account, the report would show date of payment, method of payment and actual .
62 votesThanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
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