Settings and activity
31 results found
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12 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
Tracey G
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7 votes
An error occurred while saving the comment Tracey G
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556 votes
Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.
An error occurred while saving the comment Tracey G
commented
In Xero when I send out an invoice to my customer a link is automatically included in the email with the options to:
- include files as attachments
- include PDF attachement
- Send me a copy (my email)Can you please "Include a PDF" when you email out our monthly invoice?
Also, can you send the email directly to my draft bills email address?that would save some time...
An error occurred while saving the comment Tracey G
commented
Can Xero email the invoice as a PDF to our 'Files xero email address' instead of an email with a link?
That way when the transaction line appears in bank feeds I can just add the pdf invoice from 'Add from file library...' -
59 votesTracey G
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3 votesTracey G
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13 votes
Appreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
An error occurred while saving the comment Tracey G
commented
I have this difficulty and put the Business name in the address. Not perfect..but the name is in there
Tracey G
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56 votesTracey G
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5 votesTracey G
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11 votesTracey G
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8 votes
Appreciate the thought in your idea here, Tracey. Being open this would be quite a drastic change from the way in which branding works wirth invoicing today and I want to be open that we don't have direct plans for this right now.
Good to get a sense of interest in this through the idea here.
Tracey G
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87 votes
An error occurred while saving the comment Tracey G
commented
I agree - it would be awesome to Print pdf and choose a 'printer' or 'save as PDF'.
We still print multiple of each invoice depending on the job taking place due to various stakeholders needing to be aware of what is happening - manually.
To Print a pdf:
Click Print PDF
Click 'leave as is'
Open pdf from bottom of web page
Click print
Choose Printer.Would be nice to skip some of these (time wasting to this workplace) steps.
thank you
or BOLD the lines of the outstanding invoices to save:
1. printing the statement
2. marking the page
3. scanning marked statement
4. emailing the statement
so the customer/s can see the outstanding invoices easily as each outstanding invoice will be BOLD.