Settings and activity

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

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   178 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  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

   Nadia Bhamjee supported this idea  ·  22 November, 2023

2. Invoicing: Calculate and charge interest on overdue invoices

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   submitted  ·  33 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nadia Bhamjee supported this idea  ·  22 November, 2023

3. Invoice - Ability to have recall/undo sent invoices

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   submitted  ·  15 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nadia Bhamjee commented  ·  23 February, 2023  ·  Edit…  ·  delete…

   I agree, this is definately needed

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   Nadia Bhamjee supported this idea  ·  23 February, 2023

4. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   224 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

   As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

   While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

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   Nadia Bhamjee commented  ·  08 September, 2022  ·  Edit…  ·  delete…

   This is definitely a feature that will be useful to our clients

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   Nadia Bhamjee supported this idea  ·  08 September, 2022