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55 votes
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27 votes
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Darren Barson
commented
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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398 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Darren Barson
supported this idea
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59 votesDarren Barson
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185 votesDarren Barson
supported this idea
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144 votesDarren Barson
supported this idea
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240 votesDarren Barson
supported this idea
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598 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Darren Barson
supported this idea
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Darren Barson
supported this idea
·
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