Settings and activity
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37 votes
Ted Orban
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208 votes
Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero.
I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon.
Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂
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297 votes
An error occurred while saving the comment Ted Orban
commented
Totally agree. I would like to include in Report Templates:
- Performance Graphs
- Custom ReportsTed Orban
supported this idea
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170 votes
An error occurred while saving the comment Ted Orban
commented
For some businesses, it is very common to require a deposit before work is commenced. The current Xero recommendation is to insert a discount percentage on the line item(s) to make the total match the desired customer deposit. Then the invoice can be sent with the Pay Now button for the desired amount. Subsequently, the invoice must be updated to remove the discount. This procedure is awkward and prone to error.
Ted Orban
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489 votesTed Orban
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297 votesTed Orban
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3 votesTed Orban
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7 votesTed Orban
shared this idea
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We use Xero for our accounting practice and invoice all of our clients using Xero.
It is terribly inconvenient to not have the 'Xero to Xero' functionality right on the 'Approve and Email' popup.
Now I will have to select Approve, then go to Invoices, Awaiting Payment, and finally select the unsent invoice to email the invoice with the Xero to Xero checkbox.
If I accidently select Approve and Email, I am screwed. Can't send via the Xero to Xero without resending the email which is obviously confusing to the client.
I am unhappy that you are taking away time-saving functionality - adding to my workload.