Settings and activity
10 results found
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1,261 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment An error occurred while saving the comment 
Julie Gilchrist
commented
I want to be able to add phone numbers for the extra contacts.
Julie Gilchrist
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55 votesJulie Gilchrist
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An error occurred while saving the comment Julie Gilchrist
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Xero, you're teasing us by limiting this great feature to standard branding templates.
We rely on custom DOCX templates specifically for our problematic payers, as it allows us to emphasize overdue amounts clearly using a different colored font. Extending this feature to DOCX templates would greatly help businesses like ours manage late payments more effectively. -
300 votesJulie Gilchrist
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5 votes
An error occurred while saving the comment Julie Gilchrist
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Credit notes can be standalone, issued independently, not linked to a specific invoice. These are often used for customer goodwill, refunds, or adjustments unrelated to a specific invoice. It would make complete sense that there would be a link to the credit note via the statement.
Julie Gilchrist
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250 votesJulie Gilchrist
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394 votes
Hi team, appreciate wanting to hear news from us here and apologies we've not checked back in sooner. Our product team have done initial work to understand the work involved in enabling your customers to pay you through Customer Statements. This is a priority for them and we have plans to develop this capability, however they need to balance this work with other key priorities. While we'll leave the idea Under review for the time being, as soon as there's an update we'll share this all with you, here.
Julie Gilchrist
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3 votesJulie Gilchrist
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979 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Julie Gilchrist
commented
Perhaps it is in the 'too hard basket' since the amount due will continuously increase the longer the invoice is left unpaid. I calculate the interest only when I send it off to the debt collector.
Julie Gilchrist
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23 votes
An error occurred while saving the comment Julie Gilchrist
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Totally agree. It also needs the ability to report spend with the actual supplier, so we know where all the money is going. See my Xero request:
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45403351-expenses-claim-access-to-suppliers-when-paid-withJulie Gilchrist
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6 votesJulie Gilchrist
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We're currently looking at switching to Zoho for subscription invoicing and CRM. It offers more features than Xero in this space and comes at a much lower cost compared to HubSpot, which we currently use for CRM but doesn't handle subscription invoicing to our requirements. While Zoho does include its own accounting platform, we’ll continue using Xero (it integrates with Zoho), as it suits our core financial needs and aligns with the broader systems used across our larger group of businesses.