Settings and activity
3 results found
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405 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Steven Nobes
supported this idea
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103 votes
Hi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.
While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.
Steven Nobes
supported this idea
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182 votes
An error occurred while saving the comment Steven Nobes
supported this idea
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I absolutely second this, it's frustrating reviewing long lists of bills from multiple suppliers, and not knowing which are going to be collected by DD, which are usually paid via card or which are actually due to be paid on account terms.
This could be as simple as in the search just having an additional field for 'Payment Method' so you can just tick the methods you want to include in results.
Alternatively, it could even be in brackets after the suppliers name.