Settings and activity
2 results found
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209 votes
Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero.
I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon.
Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂
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1,254 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
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Margie Adams
commented
We are unable to know by looking at an invocie which company location a shipment was sent to (most of our customers have multiple facilities), because every time we change the address in the company settings it changes all past invoices as well. We have to track hundreds of shipment addresses associated with the correct job outside of Xero... back when we used QB we could choose from a list of shipping addresses for each customer for each sale and it would be recorded and saved on the invoice. I think this is one of the biggest failings of Xero.
An error occurred while saving the comment Margie Adams
commented
An additional complication that not having multiple ship to addresses for each customer causes: if I change the delivery address for a different job site for an existing customer in order to have the invoice be correct, it changes all invoices prior to this one to match the change. So there is no way to track where an item was shipped unless we record it somewhere outside of Xero. Even just the step of keeping invoices intact as they were when created would be helpful!
An error occurred while saving the comment Margie Adams
commented
I'm in agreement that I would like to see the delivery address as part of the invoice rather than at the contact level - to be filled in for each shipment, stays with the invoice. (Like Quickbooks). The contact could have a default delivery address, and possibly a drop-down menu on the invoice creation for using "default", or existing additional delivery addresses, or "create new". And then have that delivery address visible on the invoice. Awaiting anxiously.
Margie Adams
supported this idea
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Very inconvenient that this feature was discontinued. I have found work-arounds for so many other lost features and awkwardness in the new invoicing, but this one takes the cake. I would also suggest keeping classic invoicing until this feature is added to new invoicing.