Settings and activity
6 results found
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13 votes
Hi Keith, thanks for sharing this idea. We understand the consolidated invoice feature is an area of interest for our customers. The scenario you've described, combining multiple invoices into one with proper tracking, provides really helpful context. Your idea has now moved to Gaining Support, which means it's open for the community to show their support through votes and comments. Thanks for contributing to making Xero better ✨.
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Kate Burnby
supported this idea
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153 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
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Kate Burnby
commented
We can only echo how much this would help us as a small independent veterinary business, trying to make our business better able to compete with large corporations on a non-level playing field! We chose Xero as an agile partner in this - hoping it gives us an edge in reporting and efficiency. Batch and expiry date tracking would be a great feature, as would tagging of products for easy reporting.
Kate Burnby
supported this idea
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115 votes
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Kate Burnby
commented
Please ship this update!
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Kate Burnby
commented
Merging and recoding items is critical
Kate Burnby
supported this idea
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243 votes
Hi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.
While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.
For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.
If there's any progress, we'll be sure to let you all know here.
Kate Burnby
supported this idea
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99 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Kate Burnby
supported this idea
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Kate Burnby
commented
Hi - I would like the ability to include blank and/or lines with description/detail (and no value) to make complex invoices more readable
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
553 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
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Kate Burnby
commented
Toggle to send a thank you note that can be simply customised for example to include a link to leave a google review - like they do already in Zoho (we really miss this feature)
Kate Burnby
supported this idea
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This would be so powerful for us - our clients request multi-invoice all the time. Also many have direct debits set up and they get charged per transaction we get complaints about having multiple invoices per month generated for them.