Settings and activity
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
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Ivelina Ivanova
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309 votesIvelina Ivanova
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309 votes
An error occurred while saving the comment Ivelina Ivanova
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This is one of those clumsy Xero functionalities that desperately needs improving. Virtually all our customers have a a separate email for invoices from the one for accounts (i.e. where statements are sent). Yet, Xero has only one default email address, automatically used for both purposes. Just please sort this out!
Ivelina Ivanova
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5 votes
We appreciate for many small businesses having more information about connected apps pricing is important when making and choosing solutions for your business.
While this isn't currently available, it's something our team are looking into surfacing through the Xero App store.
There's a bit of work to go into it, but we'll keep you updated of any progress for this here. 😊
Ivelina Ivanova
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38 votesIvelina Ivanova
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143 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
Ivelina Ivanova
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34 votes
An error occurred while saving the comment Ivelina Ivanova
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This would be really helpful as our credit insurer requires a report of all invoices paid within the past month, plus the date when the invoice was due ("due date"). Therefore, in addition to the date of invoice, please add the "due date" option
Having just tried New invoicing briefly, I have the following must-haves (or our admin team is not prepared to continue with Xero):
1) Copying an invoice should create the new invoice with the old account, using their pre-configured payment terms to calculate the due date. As it stands ,the new invoice defaults to the default organisation settings. We have hundreds of customers, all with different payment terms - having to manually change the due date is labour-intensive and prone to errors. WHY change from the perfectly working Classic invoicing? Is not the purpose of having customer-specific settings to avoid us having to set the due date manually?
2) Auto-save is a disaster. After creating a new invoice by copying from an old invoice, the new invoice is automatically saved. But we do regularly change the invoice number as we have differenct invoice sequences for different currencies. Changing the invoice number after auto-save leaves a void invoice number in the regular sequence (it shows as "deleted", which is factually incorrect as it was simply re-numbered). in Classic invoicing, this was never an issue since the invoice number would not get allocated until the invoice is saved, thus avoiding using up numbers for no real invoices. Auto-saving would only make sense after some of the invoice content is updated, and even then I would still prefer not to do it so I am in full control of when a draft is saved.
3) it is corny and annoying to have the "Online payments" field prominently in the way, without being able to disable the invitation to "Set up online payments". We are a serious business, dealing with serious customers who exclusively pay us by BACS. Can we please not have the likes of PayPal, Apple Pay and Google Pay forced on us at every single invoice we issue? "Get invoices paid up to twice as fast with online payments" is a ridiculous promise" - customers will pay us when they decide to pay us and subscribing to another financial service will not change their mind a single bit.