Settings and activity
9 results found
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14 votes
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Charles Hewitt
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9 votesCharles Hewitt
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103 votesCharles Hewitt
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184 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
Charles Hewitt
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1,277 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment Charles Hewitt
commented
Some really good points here from @SamBond...
I would strongly recommend using the xero api to address these needs.
It is relatively straight forward now to create web pages that interact with the Xero api (which is well documented) and design pages to do just the type of thing you are describing.
It is not ideal and you would expect a competent accounts package to offer the features you are describing.I run a complete subscription and renewal package via an api web interface, the subscription and subscriber data is stored in a separate database and it links to invoices and quotes raised in xero, I am slowly expanding it to include account interactions like sending reminders and accepting quotes and purchase orders.
This leaves xero to handle the transactions and manage the financial accounts - rather than let it get too close to my business.
In the attached screenshot of my online subscription business I can see overdue invoices, expiring subscriptions and subscriber status in one shot with all the payment, quotes and invoicing data linked to xero and new quotes are automatically generated in xero when required.
An error occurred while saving the comment Charles Hewitt
commented
Really helpful to have a customer field for how to present an invoice.
Many of our customers use various supplier portals (each with their own url and login details etc) others require invoices to be sent to a specific email address. It would be very helpful to have a free text field in the Customer attribute to allow us to record how invoices should be presented to the specific customer. The field should be large enough to support a URL, username and password and some free text if necessary.Charles Hewitt
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754 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Charles Hewitt
commented
Same comment repeated again and again in this thread since Jan 2024...
Notes History no longer includes emails and addressees.
This is a _serious_ retrograde step from old Invoice.
Having the email and the addressees included in the Notes History is essential for establishing the evidence for late payment claims.If you insist on trying to add an improvement then include the template name used for the email in the note.
Charles Hewitt
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454 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Charles Hewitt
commented
Notes History no longer includes emails and addressees.
This is a _serious_ retrograde step from old Invoice.
Having the email and the addressees included in the Notes History is essential for establishing the evidence for late payment claims. -
347 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
An error occurred while saving the comment Charles Hewitt
commented
In case anyone is in any doubt this is a critical invoicing feature.
If new Invoice wanted to make and improvement then add the template name used to generate the email as well as including the email addresses it was sent to.
Charles Hewitt
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An error occurred while saving the comment Charles Hewitt
commented
This is a _serious_ retrograde step from old Invoice.
Having the email addresses included in the Notes is essential for establishing the evidence for late payment claims.It is likely any claims we make for late payment under the new invoicing view will be much harder to make stand and this will cost us money and time to resolve - we may well have to remove all our invoice communications out of Xero and just use the API from our own web app.
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172 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
An error occurred while saving the comment Charles Hewitt
commented
We like to understand how effective the different stage of our account receivable process is, to do this we need to know the proportion of invoices that are paid at each stage:
Average proportion paying within a range of days for a given reporting period ie 35% < 5 days, 30% 6-30 days, 15% 31-60 days, 10% > 60 days etcCharles Hewitt
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This is about the only 'event' generated in the app that requires action - yet there is no notification in the app - it relies on an email.
Why does this event (quote accepted) not show in the 'notifications' - I am not sure what notifications is for if not for this type of event.