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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
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Pauline Jewsbury
commented
We have multiple delivery addresses for each customer so this would be very useful as at the moment we have to re-enter the delivery address everytime we raise a new invoice
Pauline Jewsbury
supported this idea
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58 votesPauline Jewsbury
supported this idea
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469 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Pauline Jewsbury
supported this idea
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I too agree with Kim, William and Graham. Xero seem to be very good at implementing changes that have a negative impact but might in their opinion make it look prettier and have more white space but all these changes are not adding function and value and the ideas posted here that are so heavily positively supported are continually ignored. The last update on this from Kelly was in March 2023 so five months on this is still outstanding. We too have stopped recommending Xero and are actively looking for an alternative.