Settings and activity
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2 votes
Jean Marc Zanni
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7 votes
An error occurred while saving the comment Jean Marc Zanni
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108 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
Jean Marc Zanni
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33 votesJean Marc Zanni
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9 votesJean Marc Zanni
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38 votesJean Marc Zanni
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25 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Jean Marc Zanni
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30 votesJean Marc Zanni
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4 votesJean Marc Zanni
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16 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
Jean Marc Zanni
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16 votesJean Marc Zanni
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20 votesJean Marc Zanni
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46 votesJean Marc Zanni
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8 votesJean Marc Zanni
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9 votesJean Marc Zanni
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38 votesJean Marc Zanni
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28 votesJean Marc Zanni
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24 votes
Hi team, as you may have seen in our Xero news, we've been making a lot of improvements in the payments space. While not a direct solution to what you’re asking here, we're beginning to roll out a Tap to Pay experience powered by Stripe in the US. This payment method is already available in AU and the UK, and makes it even easier for your customers to pay you in person, using just your mobile phone and the Xero Accounting App - no extra hardware needed. When these payments come into your Stripe bank account in Xero you'll have all the information for easy reconciliations. We will also be launching Tap to Pay in NZ and Canada after the US.
Jean Marc Zanni
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81 votesJean Marc Zanni
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42 votesJean Marc Zanni
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I do not know about other Xero user, but I find it strange that for invoicing, we cannot handle shipping properly.
I am a master dealer for a product. I have set-up default discount for my customers. That works great... Execpt for the incidental costs like shipping, Import/Export taxes and the like.
When creating invoice I pull items from the product list and the discount is applied. That is good. Since Invoice do not have the ability to add shipping costs, I have to add that line manually like a new item. Automatically whether I use the preset "Shipping" product I added or when later I bill the customer using billable expenses, Xero automatically applies the discount... Which I do not always remember causing a lot of grief...
Most of the professional invoice I receive, Shipping a separate line Item added after the Subtotal... this would be the best way to handle it.
Also when a Billable Item is added to an invoice, I do not think it is good for us to give discount on something we already paid...