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  1. 753 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

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    Christine Ashton commented  · 

    I am in the middle of having another go at New Invoicing (as this was a really important issue for me) and have now been getting the "Invoice Sent" message the first time I send the invoice as long as I have used the "Approve and Email" option. If, however, it has already been marked as Sent or I go back into the invoice to edit it before sending then I just get "Edited" and I have to make a manual note of when and to whom I have sent the invoice.

    Christine Ashton supported this idea  · 
  2. 255 votes

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    Hi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.

    Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.

    If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.

    You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.

    Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.

    Christine Ashton supported this idea  · 
  3. 826 votes

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    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

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    Christine Ashton commented  · 

    Records become so inaccurate when you have to allocate credit notes to invoices/bills to which they do not relate. Not to mention the time wasted having to do this step before you can create the batch payment or reconcile a payment from the bank account.

    Christine Ashton supported this idea  · 
  4. 158 votes

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    Christine Ashton supported this idea  · 
  5. 59 votes

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    Christine Ashton commented  · 

    Really need this to ensure compliance with annual review of hours worked versus compensation for employees on a salary.

    Christine Ashton supported this idea  · 
  6. 6 votes

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    Christine Ashton shared this idea  · 
  7. 151 votes

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    Christine Ashton commented  · 

    The number of times the user pushing receipts across from Hubdoc to Xero gets the credit card wrong has to be seen to be believed. Would love to be able to correct this as an edit!!!!

    Christine Ashton supported this idea  · 
  8. 325 votes

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    Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.

    Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers. 

    While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.

    Christine Ashton supported this idea  · 
  9. 172 votes

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    Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.

    To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.

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    Christine Ashton commented  · 

    Want to be able to forecast cash flow based on customers' historical payment patterns rather than due date of invoices.

    Christine Ashton supported this idea  · 
  10. 8 votes

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    Christine Ashton supported this idea  · 
  11. 237 votes

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    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

    Christine Ashton supported this idea  · 
  12. 34 votes

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    Christine Ashton commented  · 

    We send all of our customer invoices as Repeating Invoices to access the Auto Pay feature so saving as a draft first, to then go into each invoice individually for a second time to attach the supporting documentation, is not an option. It is so unprofessional, not to mention time consuming and inefficient, to have to send another copy of the invoice (after it has been paid) to say “oh, by the way, here is the evidence for the charges we collected earlier today”.

    Christine Ashton supported this idea  · 
  13. 22 votes

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    Christine Ashton commented  · 

    Absolutely agree with this. I need to be able to see the entire Reference for each invoice to be able to differentiate between them.

    Christine Ashton supported this idea  · 
  14. 52 votes

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    Christine Ashton commented  · 

    Constantly having to hold over Repeating Invoices as Drafts instead of sending immediately for Stripe Payment as have to apply any applicable credits before sending - lose at least one day before getting paid.

    Christine Ashton supported this idea  · 
  15. 712 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Christine Ashton supported this idea  · 
  16. 78 votes

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    Christine Ashton shared this idea  · 
  17. 5 votes

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    Christine Ashton shared this idea  ·