Settings and activity

7 results found

1. Proforma Invoice - Ability to apply part payments before converting to invoices

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   submitted  ·  31 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Darren Barson commented  ·  23 December, 2022  ·  Edit…  ·  delete…

   I think there is a workaround using the Quote functionality in Xero that we use at StratFin.uk

   1. Create a PROFORMA invoice branding theme

   2. rename the QUOTE template as 'PRO FORMA INVOICE'

   3. Create a quote as you would ordinarily and select the 'PRO FORMA INVOICE' theme

   4. Send the Pro-Forma invoice via Xero using the quote functionality (you can change the reference to 'PFI 0000' if you want here

   5. When the customer pays, issue an invoice from the quote as you would normally including the tax and other information

   6. The receipt can then be reconciled against the tax invoice and dated the date of the receipt

   7. email the invoice to the customer for their records

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   Darren Barson commented  ·  23 December, 2022  ·  Edit…  ·  delete…

   I think there is a workaround using the Quote functionality in Xero that we use at StratFin.uk

   1. Create a PROFORMA invoice branding theme

   2. rename the QUOTE template as 'PRO FORMA INVOICE'

   3. Create a quote as you would ordinarily and select the 'PRO FORMA INVOICE' theme

   4. Send the Pro-Forma invoice via Xero using the quote functionality (you can change the reference to 'PFI 0000' if you want here

   5. When the customer pays, issue an invoice from the quote as you would normally including the tax and other information

   6. The receipt can then be reconciled against the tax invoice and dated the date of the receipt

   7. email the invoice to the customer for their records

   Save Submitting...

2. Sales Invoices- Flag as 'in dispute / query'

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

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that… more

   Darren Barson supported this idea  ·  07 November, 2022

3. Subscription Invoices - attach as pdf

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   26 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Darren Barson supported this idea  ·  07 November, 2022

4. Repeating Invoices - Generate invoice before invoice date

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   submitted  ·  105 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Darren Barson supported this idea  ·  03 November, 2022

5. Reporting - Report that shows Repeating Invoices

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   102 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

   We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

   As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

   For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

   While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific repeating invoices report. 

   We appreciate your understanding, and if there's any change for this in the future we'll share an update with you all here. 

   Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

   We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

   As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

   For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

   While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific… more

   Darren Barson supported this idea  ·  03 November, 2022

6. Reporting: Customer Payment Performance - payment date and number of days late

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   87 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.

   Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers. 

   While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.

   Darren Barson supported this idea  ·  03 November, 2022

7. Invoices - Feature to 'write off' as bad debt

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

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills we’re going to separate the idea for each feature. I’ve created one for managing bad debts in bills across here and highly encourage anyone from this thread to vote for if you’d like to see this developed to handle supplier engagements.

   We will gladly share if there is any development for bad debts in either of these features.

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills… more

   Darren Barson supported this idea  ·  03 November, 2022