Settings and activity
6 results found
-
288 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Sara Wickert
supported this idea
·
-
719 votes
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.
An error occurred while saving the comment Sara Wickert
supported this idea
·
-
85 votesSara Wickert
supported this idea
·
-
82 votesSara Wickert
supported this idea
·
-
182 votes
Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
An error occurred while saving the comment Sara Wickert
commented
I have an issue where a link with an external POS system transition has caused more than 6000 duplicate sales dating back several years to be imported into Xero - all approved and paid. I am very disappointed to learn the only way to fix this error is to remove all the payments manually and then click into each sale one by one and void it - HUGE waste of time and very frustrating. There should be a way to remove these duplicate sales in bulk.
Sara Wickert
supported this idea
·
-
78 votesSara Wickert
supported this idea
·
One common situation I come across is when I need to issue an invoice in Xero that has already been paid - eg. online order. When I enter the details there is no option to choose "approve and add payment" - so you have to select simply approve, then add the payment and then click email. In the notes this shows it as "unmarked as sent" and then when the invoice is emailed it just says "edited" rather than showing the invoice has been emailed and listing the email addresses.
Another issue I often come across is that I create an invoice, click approve and email - then when reviewing it before clicking send I find something I need to correct so I cancel the send, make the amendment and then click email - but this results in the notes not reflecting that the invoice has been emailed and to whom.
Classic invoicing was able to show the correct audit trails for both these instances so I cannot understand why this functionality has been removed from New Invoicing.