Settings and activity
16 results found
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5 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
An error occurred while saving the comment 
Emma Ellams
shared this idea
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2 votes
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66 votes
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125 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
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47 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
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36 votes
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144 votes
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86 votes
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66 votes
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31 votes
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44 votes
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30 votes
Hi everyone, as much as we appreciate the feedback and interest of being able to receive a notification of whether an invoice has successfully sent. The team priority right now is around the body of the invoice within Xero.
We want to be transparent in this here and will move the status of the idea back to submitted.
We will let you know of any change.
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70 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
Emma Ellams
supported this idea
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An error occurred while saving the comment Emma Ellams
commented
The ability to put a customer or supplier on hold/stop if there is a problem with the business relationship i.e. if the customer is late paying the bill or a supplier isn't providing an adequate service. The credit limit feature is not adequate enough, as that will only stop a customer should they go over their credit limit. This is business critical for us.
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206 votes
An error occurred while saving the comment Emma Ellams
commented
As with others we desperately need a column, or at the very least a report, so that we can easily see how much is remaining on a purchase order. Even when you do not mark an invoice as billed, it lets you post an invoice against the whole amount again so we cannot see easily if we are being overcharged or not.
Emma Ellams
supported this idea
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275 votesEmma Ellams
supported this idea
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669 votes
Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
Emma Ellams
supported this idea
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Hi Kelly,
Thank you. This is how we resolve the issue currently. However, we feel we then have to keep our own spreadsheet outside of Xero to ensure we keep track of what stage the reminders are at. For example, 1st reminders, 2nd reminder, final reminder etc. Is that something you may consider implementing in future?