Settings and activity

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1. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   261 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

   Tom Yeoman supported this idea  ·  19 January, 2023

2. Customer Statement - Send an overdue invoice statement

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   submitted  ·  48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tom Yeoman supported this idea  ·  06 July, 2022

3. Customer Statements - Ageing (30, 60, 90days)

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   165 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate… more

   Tom Yeoman supported this idea  ·  06 July, 2022

4. Bills - Pay Bill electronically from within Xero

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   61 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!

   For our UK customers we've made paying overseas suppliers easier with international bill payments.

   Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.

   We've also launched bill payments in Xero for customers in the US, powered by BILL.

   You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors can choose how they want to be paid. With no recurring subscription fees (aside from your Xero plan), you only pay per transaction.

   Thanks for your continued support in this idea, we'll continue to share more updates with you all. 🙂

   Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!

   For our UK customers we've made paying overseas suppliers easier with international bill payments.

   Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.

   We've also launched bill payments in Xero for customers in the US, powered by BILL.

   You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors… more

   Tom Yeoman supported this idea  ·  06 July, 2022

5. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

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   194 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.

   Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.

   We’ll be sure to update you all again when we are able to look into this deeper. Thanks

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   Tom Yeoman commented  ·  07 April, 2022  ·  Edit…  ·  delete…

   If implemented, it should have a delay function of X hours or days in case the wrong transaction is reconciled and then promptly resolved.

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   Tom Yeoman supported this idea  ·  07 April, 2022