Settings and activity
5 results found
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60 votes
Martin White-Rose
supported this idea
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631 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
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9 votes
An error occurred while saving the comment Martin White-Rose
commented
This is a great idea.
Something I am really surprised that Xero is not currently doing, it would be fantastic if PDF invoices generated by Xero and sent to customers could be digitally signed using a per customer X.509 certificate/public key.
Business email compromise, simply changing payment details on invoices received, is a very common attack and would be stopped/at least compromised if all Xero invoices were signed.
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59 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
An error occurred while saving the comment Martin White-Rose
commented
This would be really helpful. I have clients who send me POs (in several cases, generated from their Xero instances) in order to order work. When the work is completed, I invoice against those POs (either in part, split over multiple invoices, or as a whole).
I know I can create a Quote and invoice against that, but this does not tie up to my client's PO as a Sales Order would. So does not keep POs tied to Orders in my files/history and does not link the Sales invoice to their PO without me manually doing so.
This seems a crazy feature not to have, given that Xero supports me raising POs to a supplier, but does not really provide anyway to support me accepting POs _as a supplier_.
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16 votes
I have raised this with Xero support - as assumed I was doing something wrong with my Xero Invoices to not be imported.
They confirmed that Xero does not have a Xero Network Key - so no Xero to Xero billing. Just the email reminder with a link to get the invoice.
At present I forward the monthly invoice notification email to hubdoc, and create a bill from that using Xero as a supplier. I also sync the email to Xero Files and GDrive with this.
That's not ideal though, as the email _is not the invoice_. It has a link to the invoice which you can then download in PDF, CSV or Xero.
The result is that the bill in Xero has an attachment, which is a copy of the email and that then has a direct link to the invoice if I needed it for future ref.
If Xero could either setup invoices for Xero to Xero billing or just attach a PDF version to the email - it would make it much easier to use the product they are invoicing for to automatically process their invoice.
Very odd that this is not a feature at the moment.