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45 results found
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48 votes
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13 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
An error occurred while saving the comment 
Anastasiia Dorodnaia
commented
Absolutely necessary!! and ability to copy Bill to invoice as well! It would really be a time saver. I do not understand why Xero is so resistant to introduce this function!
An error occurred while saving the comment Anastasiia Dorodnaia
commented
absolytly nessesary. I do not understand why Xero so resist to this functionality?
Anastasiia Dorodnaia
supported this idea
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39 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
We use it every time! Our purchase order is aligned with the corresponding invoice, and we track which PO is related to which invoice through the history and notes on the invoice/PO. Please add this functionality; it is absolutely necessary!
Anastasiia Dorodnaia
supported this idea
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110 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Hi, I've noticed that the email address is starting to appear in the new invoicing history, but for some reason, it is short by one last digit. I am experiencing this issue with all my invoicing. When I switch to the classic view, the email address is displayed in full. Xero, could you please check and correct this?
Anastasiia Dorodnaia
supported this idea
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261 votes
Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here.
As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;
- You can now tab to select a highlighted contact and move through to the next field - related idea
- Create a new repeating template from a draft invoice - related idea
Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.
Once the team's work has concluded,…
An error occurred while saving the comment Anastasiia Dorodnaia
commented
I absolutely agree that the new invoicing is a step backwards! I've just started to use it – never bothered to do it before – and I find the new invoicing ugly and clumsy. It seems obviously designed and created by someone who never used it :(
Additional issues include:
1. Too many clicks to email. It is better to have the "Email" button available first than "Add payment". We email every invoice, but only a few invoices require added payments manually. Most invoice payments are reconciled from the bank account. It is waste of our time and space on window.
2. Downloading PDFs: Why does it need to be opened in a browser first? I want to download it, not look at it.
3. Adding a contact when copying the invoice: Why is it not copying?
4. Attaching a file: Why do I have to save the invoice before attaching the file?
5. No Xero-to-Xero sending available.
6. No "Unicorn" fun available :(Please do not retire the "Old invoicing". It is very rude to do to Xero users.
Anastasiia Dorodnaia
supported this idea
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274 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Anastasiia Dorodnaia
supported this idea
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35 votesAnastasiia Dorodnaia
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152 votes
Hi community, following on from my recent update we have a design for a new layout and we'd really like to get your feedback on this to help the team's work on improving the experience in new invoicing. They are also looking to interview a small pool of users for their research, too.
If you'd like to be involved, please use the form here ✍️to add your details and the team will be in touch.
We appreciate all your feedback on how we can make things better for you when working in Xero. I'll come back to share any outcomes with you all surrounding this.
Anastasiia Dorodnaia
supported this idea
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247 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Anastasiia Dorodnaia
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100 votesAnastasiia Dorodnaia
supported this idea
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171 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Anastasiia Dorodnaia
supported this idea
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25 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Wow. I did not know that! :) Yes, please keep it. At list it make our accounting more fun
Anastasiia Dorodnaia
supported this idea
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159 votesAnastasiia Dorodnaia
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278 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Anastasiia Dorodnaia
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16 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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An error occurred while saving the comment Anastasiia Dorodnaia
commented
@Leanne Aldridge Because our business model involves receiving bills from suppliers first and then invoicing our clients (not the other way around), it becomes cumbersome to remember the order or duplicate efforts by copying and pasting. It seems logical to have a simple feature in Xero that allows copying a bill to an invoice, just as it is possible to copy an invoice to a bill. Perhaps it would be beneficial to inquire with Xero about the lack of this functionality and explore the possibility of its implementation then ask me.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
HI,
The billable expenses do not solve the problem! It is frustrated why we can copy invoice to bill but can't copy bill to invoice. What is rational behind such limited functionality? It is common when we reinvoice the customer for the bill paid. It would save us (users) time to do it straight away and not to looking way around or manually retype/copy-passed information.Anastasiia Dorodnaia
supported this idea
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80 votes
Hi everyone, we've begun rolling out improvements to the way you manage your online payment methods in Xero. It's going to be a slow release so our team can closely monitor usage and ensure it's working well with our customers - we'll keep you updated on when it's available to 100% of users.
To give you a taster of what's coming, we've designed a new flow that allows you to easily set up and access differing payment methods to your customers when sending invoices.
You'll have more control by being able to offer multiple payments services and customise the payment types you offer customers.An error occurred while saving the comment Anastasiia Dorodnaia
commented
Thannk you for apdate! Great news :)
An error occurred while saving the comment Anastasiia Dorodnaia
commented
Different payment gates charge different fees from supplier, and some does not allow to pass the fee to the customer. For big sell it is economically accepted to give the customer some expensive (for supplier) options (for example afterpay) to get the payment. Currently there is no option on Xero to set up tan invoice using the payment options available to the customers through "Pay Now" based on the value of the invoice.
For example, if the total value of the invoice equal/ or less than $1000 only Stripe payment option available (fees on the customer). If the value of the invoice more than $1000 Stripe and PayPal option available (fee on the supplier). It would be amazing to be able preset up such options.An error occurred while saving the comment Anastasiia Dorodnaia
commented
It would be very handy to provide customers with different options for payment. It is sad that we have only one credit card (Stripe) service available per Xero organization. So, if the invoice needs to be paid to different bank account (different from preset up on Stripe) it is impossible to offer the client credit/debit card payment. Or have client pay to incorrect bank account and then manually transfer funds where it need to be :(
Anastasiia Dorodnaia
supported this idea
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190 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
It would significantly reduce administrative time if bulk import/export functionality were available for repeating invoices, similar to what is already in place for 'normal' invoices. Why can't this be extended to repeating ones?
Anastasiia Dorodnaia
supported this idea
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260 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
An error occurred while saving the comment Anastasiia Dorodnaia
commented
It would be amazing to have it.
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18 votes
An error occurred while saving the comment Anastasiia Dorodnaia
commented
It would also be beneficial to have the option to set up a statement template instead of using the default invoice template or manually choosing a personalized statement template every time when sending an email or printing a statement (this process is time-consuming). It is unusual that statements do not have their own dedicated templates and defaulted to Invoice one.
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36 votes
See where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
Anastasiia Dorodnaia
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It is essential to be able to set up and send recurring invoices as e-invoices. This will save a huge amount of time, especially considering that Xero is going to retain the ability to send invoices through Xero-to-Xero connection. I am surprised that it is not available yet.