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  1. New Invoicing - Option to edit 'Attention' field in customer address

    85 votes

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    24 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.

    We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.

    We'll keep you up to date with progress of this through the idea here.

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    Justin McMillan commented  · 

    I agree this is a major issue. I hope it is resolved.

    It is also annoying that when creating a "copy to draft invoice" that it does not choose the same contact.

    Also annoying that the due date does not default to the contact's terms. And in the options given, there is no choice for 30 days (I would have thought this was a standard payment term).

    Let's hope Xero support is reading these messages. I haven't had a lot of luck in the past....

  2. New Invoicing - Reset to Default Due Date option

    157 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.

    Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.

    Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.

    When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…

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    Justin McMillan commented  · 

    This is really annoying. Every customer I invoice has varying terms. One example today was 45 days EOM. SO much easier to just click reset to default.

    (PS: does Xero even read these comments? I have other suggestions pending that have not been addressed.....)

    Justin McMillan supported this idea  ·