Settings and activity

6 results found

1. Contacts - Ability to export/import additional notes

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   submitted  ·  30 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Zolani Tyobeka supported this idea  ·  14 August, 2025

2. Customer Statement - Send an overdue invoice statement

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   submitted  ·  48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Zolani Tyobeka supported this idea  ·  23 August, 2023

3. Customer statements (Exclusive of tax)

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   0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Zolani, is there any reason you'd like this specifically within the customer statement? 

   Our Receivable Invoice Detail report may be of help to calculating the costs you're after, instead? 

   You can select to include Net, Gross or tax columns in the report so you can see the breakdown when the report is run. If you only need to view for a single contact you'll be able to add a filter where you can select the contact you'd like to run the report for. 

   Zolani Tyobeka shared this idea  ·  25 April, 2023

4. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   261 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

   Zolani Tyobeka supported this idea  ·  16 September, 2022

5. Reporting - Sort by Account Name or Account Code with option to hide code

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   53 votes

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   18 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, appreciate not exactly what's being asked here but to confirm what's available at present. 

   In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like. 

   Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report. 

   You can also Save as custom so you can then access this layout anytime you need. 

   To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in. 

   Zolani Tyobeka supported this idea  ·  13 September, 2022

6. Invoice Reminders - Auto email Statements to customers

   639 votes

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   141 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

   We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

   While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

   Zolani Tyobeka supported this idea  ·  07 September, 2022