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  1. 193 votes

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    Helen Schafer supported this idea  · 
  2. 15 votes

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    Helen Schafer commented  · 

    Yes. It's also a case of how to keep track of which clients have e-invoicing capability or not. I'm thinking at the moment we'll need to put a code in the name like "John Smith (E)" to be able to tell - unless there is a better idea.

    Also, most of my invoices are repeating subscription invoices so if that's not an option for e-invoicing it's pretty much a non starter for me.

    Helen Schafer supported this idea  · 
  3. 620 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. 

    Helen Schafer supported this idea  · 
  4. 383 votes

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    Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.

    We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.

    We'll keep you updated of further developments here.

    Helen Schafer supported this idea  · 
  5. 9 votes

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    Hi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.

    Helen Schafer supported this idea  · 
  6. 194 votes

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    Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.

    For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.

    I'll return to let you know when we're closer to release and can share more of the changes.

    Helen Schafer supported this idea  · 
  7. 428 votes

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    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

    Helen Schafer supported this idea  · 
  8. 36 votes

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    Helen Schafer supported this idea  · 
  9. 6 votes

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    Thanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.

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    Helen Schafer commented  · 

    I don't get it? Normally text font size can be controlled from the screen settings - whatever software is showing on the screen?

  10. 352 votes

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    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

    Helen Schafer supported this idea  · 
  11. 423 votes

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    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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    Helen Schafer commented  · 

    So, long story short, we can keep our long description items in Products and Services as normal, but when we use them will need to copy and past the description part into a new line so that all the other 0s don't follow. Not really consistent with Xero's aim of being efficient, and adds another step that none of us needed.

    Good that it is technically possible to have a description with no 0's though.

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    Helen Schafer commented  · 

    I should hope so. Considering there are no other custom fields available on invoices and Xero themselves in the past have recomnended using inventory items as a work around!

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    Helen Schafer commented  · 

    Hi Barbara. I have voted for this functionality also. However, I think in your case you could solve the issue with a Custom Invoice Template which can only show the total on the invoice and not individual unit prices, quantities or individual line items. Happy to have a complimentary chat about it and point you in the right direction. Find me at Living Business in NZ.

    Helen Schafer supported this idea  · 
  12. 127 votes

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    Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰 

    As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.

    Helen Schafer supported this idea  · 
  13. 32 votes

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    Helen Schafer supported this idea  · 
  14. 72 votes

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    Helen Schafer commented  · 

    Will make the difference to whether I will be able to send a significant portion by e-invoice. Most of my invoices are repeating.

    Helen Schafer supported this idea  · 
  15. 187 votes

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    Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

    While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

    If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

    However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…

    Helen Schafer supported this idea  · 
  16. 7 votes

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    Helen Schafer supported this idea  · 
  17. 136 votes

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    Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
    We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.

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    Helen Schafer commented  · 

    Hi. This feature was released in NZ the last couple of month - but only for assigning to Projects, not assigning to Contacts. But still, that's a massive improvement. So now under the extra options dots you can have a view of bills to only show those that have not been assigned to a Xero Project.

    Helen Schafer supported this idea  · 
  18. 11 votes

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    Helen Schafer shared this idea  · 
  19. 15 votes

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    Thanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application. 

    We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁

    Helen Schafer shared this idea  ·