Settings and activity
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13 votes
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Charles Hewitt
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9 votesCharles Hewitt
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94 votesCharles Hewitt
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171 votesCharles Hewitt
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1,142 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
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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620 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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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
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. -
194 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
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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143 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.