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9 results found

  1. New invoicing - copy to bill

    10 votes

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    under review  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Nick Unwin commented  · 

    what!!?? Why would this not be a feature in the new invoicing. We use this for every invoice required COGS... so like EVERY invoice.

    We've had to switch back to classic as new is unusable until this existing feature is implemented to the new invoicing.

    Nick Unwin supported this idea  · 

  2. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    150 votes

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    27 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Nick Unwin supported this idea  · 

  3. Quote - Get a link that can be shared externally

    58 votes

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    submitted  ·  40 comments  ·  For small businesses » Business features  ·  Admin →
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    Nick Unwin commented  · 

    Any risk of hearing from Xero about this? Or chance of a simple 'copy link' button being implemented?

    3-4 times a day this frustrates me. Xero is not great for business who quote jobs often.

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    Nick Unwin commented  · 

    Surely using SAME user experience the invoices ALREADY have, Share Invoice, can't take YEARS to implement to the quote system.

    Pestering accounts to swap to MYOB or Quickbooks as this is a daily drag for the sales team.

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    Nick Unwin commented  · 

    2015 to 2023 and still wait to include the same functionality invoices have...

    This is a frustration every single day for us.

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    Nick Unwin commented  · 

    any update!?

    Save > Send to myself > Copy link > delete email.... seems idiotic when Share > Get Link ALREADY exists on invoices

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    Nick Unwin commented  · 

    perplexed how this is a thing on invoices but not quotes??

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    Nick Unwin commented  · 

    This functionality already exists for invoices. Why not quotes?

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    Nick Unwin commented  · 

    same... and it sucks.

    click send > delete customer email > type mine > Send > get email and copy link to my actual email

    Should be exactly the same as invoices. Share > Copy link

    Nick Unwin supported this idea  · 
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    Nick Unwin commented  · 

    100% - Share a link to a quote with the ability for client to accept (turns quote to invoice) then pay via CC instantly.

    We use Stripe to do this now.

  4. Quote | History - View accepted by email/contact name

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Nick Unwin commented  · 

    This would be great... currently no idea who accepted the quote. Could be one of our internal team for all we know.

    Nick Unwin supported this idea  · 

  5. Quotes - Remove PDF attachment from email

    40 votes

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    submitted  ·  23 comments  ·  For small businesses » Business features  ·  Admin →
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    Nick Unwin commented  · 

    only way is to send the quote link in your own email.

    Easily getting the quote link is another story though! Nightmare to email yourself and copy paste into another email to the client.

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    Nick Unwin commented  · 

    It'd be easier if quotes just had a "Share" button like invoices do so you can copy into an email.

    Nick Unwin supported this idea  · 

  6. Invoice Template - Add total of 'Excluding Discounts' field

    19 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Nick Unwin commented  · 

    yes!! a line total PRE discount code.

    or allow us to discount the invoice total

    Nick Unwin supported this idea  · 

  7. Quotes - Add payment link

    19 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Nick Unwin supported this idea  · 

  8. Invoice - Prompt Payment / Settlement Discount

    264 votes

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    submitted  ·  83 comments  ·  For small businesses » Business features  ·  Admin →
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    Nick Unwin supported this idea  · 

  9. Invoice - Automatically generate invoices on quote acceptance

    17 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Nick Unwin commented  · 

    TWO customers have asked for exactly this "how to I pay for this quote"

    @Haydeb, what was you old accounting software? Lack of this feature holds up business cash flow to much

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    Nick Unwin commented  · 

    YES! and add ability to 'Approve & Pay'

    Nick Unwin supported this idea  ·