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8 results found

  1. New Invoicing - Allow blank lines to make groups of invoice lines

    78 votes
    25 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.

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    Gary Young commented  · 

    Just to add to this idea - the problem also exists when you copy a quote (which allows leading/trailing carriage returns/line feed/spaces in the description field of a quote - as per the classic invoice entry) and create a new invoice.
    When the invoice line items are written back to the master table containing the invoice details, these characters are removed.
    Where is the consistency? I still believe this is an error introduced by some young person who thought he/she knew better than the customers.
    Currently we need re-edit an invoice that has been copied from a quote to introduce dummy characters to avoid the character deletions being performed in the new invoice entry.

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    Gary Young commented  · 

    Just reading the Xero response on this item and notice that the proposed solution is to allow for a blank detail line. We don't need a blank details line - just fix the error in the new entry.
    The problem is that the new invoicing entry truncates the leading / trailing returns/spaces when writing the details back to the main table in the database. Obviously the entry program extracts the invoice details into a work table (this can be seen by the fact that any leading returns/spaces that may have been in an invoice created by Classic) are still present. As soon as the details are updated and written back to the main table, they are removed.
    The new entry has purposely included a TRIM command on the description field hence changing what the user has entered. That is an ERROR, not an enhancement. When will it be fixed?

    Gary Young supported this idea  · 

  2. Invoice Payment: Stripe - Partial payments

    161 votes
    submitted  ·  77 comments  ·  For small businesses » Business features  ·  Admin →
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    Gary Young commented  · 

    An example of our invoice is attached to explain the situation as described previously.

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    Gary Young commented  · 

    We cater for paying deposits by generating code within the Invoice template to show the deposit the customer needs to pay to initiate the production of the items being paid. ie Our invoices (and quotes) show that the customer must pay 40% deposit for the order to start. That is great BUT we cannot accept a payment of that invoice through Stripe because it will not allow a payment for anything other than the total price of the invoice.
    The only way we can accept payment is through direct bank transfers - or force the customer to pay the total amount of the invoice in advance. (NOT GOOD CUSTOMER SERVICE).
    So with the simple introduction of allowing stripe to accept any amount up to the value of the invoice - we have our deposit invoices handled.
    Stripe will handle partial payments, but Xero has put a restriction on what it will allow Stripe to pass back.

    Gary Young supported this idea  · 

  3. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    479 votes
    78 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

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    Gary Young commented  · 

    If Xero DOES correct this issue before the 20th Nov, can you also ensure that you do NOT change what has been entered.
    I have mentioned this in several places, but the new version removes any leading/trailing spaces/carriage returns.
    This means that you cannot lay out the description as you wish on the invoice.
    Why does the software make an assumption that these details are not required.
    That is just basic good software design - do NOT change what has been entered because the programmer thinks it may not be what was intended.

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    Gary Young commented  · 

    I have mentioned this several times in various complaints about the new invoicing, BUT has anyone noticed that the new invoicing actually changes what you enter in the description field???
    The details are being truncated by removing leading/trailing returns/spaces which means that you cannot format the description to read as you want.
    No software should ever change what you have entered - that is just arrogant.

    Gary Young supported this idea  · 

  4. New Invoicing - Reduce the amount of empty space on screen

    433 votes
    74 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
    By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.

    We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.

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    Gary Young commented  · 

    I see all this comments about the white space involved in the new entry - but has no one else noted that what is entered is not what is stored.
    I do not know how to get across to everyone that the descriptions entered into the invoice entry screen is altered before it is stored into the database.
    This is not something that should ever be allowed.
    The entry is removing carriage returns and spaces before any printable characters - this does not allow you to format the way you want to display your invoice. (This applies to description only lines as well as invoice lines.)
    This seems to be the only idea that continues to report comments - so once again I shall raise it here, even though it has nothing to do with the terrible new screen layout.

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    Gary Young commented  · 

    Is this still going to be the only option from September without fixing all the items that have been raised?
    The biggest one as far as I am concerned is that you alter the details that are entered. ie You do NOT take into account any formatting that is in the description. If you are not using stock items, but having to describe the product being delivered to the customer, Xero should not make assumptions about how that should be entered and adjusted based on some pre-conceived inexperienced programmer.

    Gary Young supported this idea  · 
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    Gary Young commented  · 

    The new version still truncates leading/trailing carriage returns/spaces on line item descriptions.
    WHY HAVE YOU DONE THIS?
    To layout an invoice that shows detailed descriptions for each item on the invoice the lines need to be formatted. You have made an assumption that these characters are not relevant.
    You should NEVER change what was actually entered.
    Please change this so that the new invoice format can be used.

  5. New Invoicing - Keep leading carriage returns and spaces in description field

    13 votes
    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
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    Gary Young commented  · 

    With the new invoicing option, the line item descriptions (when not using a stock item) are changed from what is actually entered. With all the other complaints about the new invoicing, this is being ignored.
    I have raised this ERROR in all the other issues regarding the new invoice entry, so decided to raise it as a separate issue.
    How can a software company change what is entered?
    Basically the software is doing an automatic 'Trim' of all details entered on each line which eliminates the ability of the customer to format an invoice how they want.
    That is beyond arrogant....

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    Gary Young commented  · 

    With the removal of the classic invoice option and only being able to use the new invoicing option in September, how can you format the item description of an invoice with the way this new function works.

    To format it so that it is readable means that it looks very UNPROFESSIONAL with full stops or some other character to ensure that the formatting remains as required.
    Can the truncation of the description of spurious characters just be made optional rather than it being forced on everyone?

    Gary Young shared this idea  · 

  6. Invoicing - Customers to pay deposits on invoices

    368 votes
    131 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

    ✍️ If this is something you’d like to be a part of, please …

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    Gary Young commented  · 

    I could not find anything in Stripe that allowed anything but the full amount of the invoice to be accepted.
    How can you allow Stripe to enter the amount to be paid that is less than the invoice amount?

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    Gary Young commented  · 

    Stripe settings are controlled by Xero when you link the payment services through, hence you cannot change the payment settings in Stripe to allow for a partial payment. We have set up our invoices so that the deposit amount is shown on the invoice through use of macros in the word setup for the invoices.
    This works fine if the customer pays via bank transfer as they pay the amount that is shown. However, if they wish to pay by credit card (through Stripe) Xero does not allow Stripe to accept anything other than the full amount. Just change the settings on the link to Stripe to allow for this to happen and it may solve a lot of issues for many of the users.

    Gary Young supported this idea  · 

  7. Invoice - Add notes/comments line item

    91 votes
    30 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

    This isn't something we have planned at present. 

    We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

    Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

    We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

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    Gary Young commented  · 

    Not only is it necessary for a comment line, but it is essential that the 'New Invoice' option is altered so that it does NOT automatically remove leading/trailing carriage returns, spaces etc. This is what happens currently with the line item description.
    Our invoice must clearly define the custom made details of the item being sold.
    The 'New Invoice' means we cannot clearly show the item being delivered.
    Also please refer to another request that when invoice details are extracted, either to Excel or in the Receivable Invoice Detail Report that these details are extracted in the same sequence as the invoice and include all of the formatting of the line item.

    Gary Young supported this idea  · 

  8. Advanced Template - Packing Slip as it's own branding theme

    53 votes
    20 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
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    Gary Young commented  · 

    I agree completely. You need the ability to customise the packing slip in the same manner as the invoice/credit note etc without the need to change the branding theme back and forth. Nor is it appropriate to have the invoice and packing slip in a combined document to be viewed by the customer.

    Gary Young supported this idea  ·