Settings and activity

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1. Remittance Advice - Show all credit notes and invoices

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   submitted  ·  89 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   Michael Rakonjac supported this idea  ·  03 October, 2023

2. Invoice - Prompt Payment / Settlement Discount

   408 votes

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   128 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.

   We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.

   Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;

   • Edit the invoice to apply a discount directly
   • Edit the invoice to add a negative line that directly draws down the total amount of the invoice
   • Apply a credit to the invoice for the portion of the discount

   We'd recommend connecting with your Xero advisor on how they'd recommend recording this in your org.

   Alternatively, there are connected invoicing apps that you can explore through our Xero App store.

   We'll continue to track support through this idea, and our product teams will continue to consider this in future planning, so if there’s any updates we’ll share here. Thanks

   Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.

   We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.

   Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;

   • Edit the invoice to apply a discount directly
   • Edit the invoice to add a negative line that directly draws down the total amount of the invoice
   • Apply a credit to the invoice for the portion of the discount

   We'd recommend connecting with your Xero advisor… more

   Michael Rakonjac supported this idea  ·  01 August, 2023
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   Michael Rakonjac commented  ·  01 August, 2023  ·  Edit…  ·  delete…

   Yes I want it too!! its a pain to keep doing this manually for so many of our suppliers!

   Save Submitting...

3. Bills - Apply discounts on accounts payable invoices

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   41 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal will show “includes a discount of ‘x’”

   As we continue to uplift areas of Bills this is a feature that our product team are aware of, and would like to solve for. Though we can’t provide any time frames as yet, we'll keep you updated through this thread as soon as there's movement to share.

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal… more
   Michael Rakonjac supported this idea  ·  21 September, 2022