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  1. Repeating Invoice - bulk update of amounts

    253 votes

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    82 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.

    Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.

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    kevin eaton commented  · 

    what needs to happen is:

    1) if we change a product or service in any way there should be the option to apply that change to none, some or all recurring invoices / customers, a simple tickbox list would do when submitting the change (providing there is a select all / select none option ....please dont forget this and make us manually tick 600 boxes). some consideration should be given to the vat rate as well - maybe have a "retain vat rate" box that is selected as "retain" by default

    2) the covering email template needs to also be mass updatable to none, some or all invoices as per above

    3) when changing a contacts email address or name, please have an option to just auto update all or some of the recurring invoices with the same information. Currently it doesnt work because you cant save the contact before updating the recurring invoice, and when you are directed to change the recurring invoice, it pulls the old contact details because the contact hasn't been saved yet

    4) quotes - please allow us to enter a quote for a new customer and to be able to add the new customers email address and other details as you can do with invoices. currently you cant add an email address to a new customer quote. just use the same code as for invoice creation...

    5) Please allow some custom variables to be added to recurring invoices that can be pulled into the covering email and invoice. I personally really need a date field and to be able to manipulate that date field like [month year + 13] but for the custom date

    6) There is a bug when updating a recurring invoice - it sometimes changes the sending date from "date x of the following month" to "days after invoice date" - this is very irritating

    happy to work with you to achieve this.

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    kevin eaton commented  · 

    they wont do it because they are in bed with chargebee, who do offer recurring invoices that work properly, but they charge about £250 per month....

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    kevin eaton commented  · 

    Gary douthwaite...I would be interested in this app you have developed, can you email me at support@247computerdoctor.com please

    kevin eaton supported this idea  · 
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    kevin eaton commented  · 

    plus one vote from me - it makes sense to be able to do this.

  2. History & Notes - Xero Mail - Log of mail sent via Xero

    415 votes

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    174 comments  ·  Reports & tax » History & notes  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

    As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

    Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

    Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…

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    kevin eaton commented  · 

    this is ridiculous. so, not only can we not see what we sent to people in the past from within xero, we cant automatically get a copy of what was sent in order to work around the issue. this has huge regulatory and compliance issues. add onto this the *STILL* refusal to allow recurring invoices to have their prices updated globally if the price of an item changes, and the idiotic decision to have the customer name as the primary key for the database (got 2 customers called John Smith?? ooh, no, that would never happen would it??), and the lack of connectors to 365 for invoice generation and I'm done with xero - i'm leaving.