Settings and activity
3 results found
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96 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Margie Adams
supported this idea
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110 votesMargie Adams
supported this idea
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1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment An error occurred while saving the comment Margie Adams
commented
Please consider the impacts on our sales tax reporting and filing in Avalara when you develop multiple delivery addresses for one company. It has been a nightmare to get the destination of the sales to match with the invoice and stay with it for companies with multiple ship to locations.
An error occurred while saving the comment 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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Multiple ship-to addresses for individual clients - Since this is still not available, two very serious problems arise for us:
1. Feed to Avalara for sales tax calculations/filings is often wrong - with each different ship to address, Xero randomly sends whatever historical address has been used, or even sometimes the bill-to address to Avalara, which causes chaos in our state sales tax filings.
2. We have to keep separate tracking outside Xero to know where individual invoices were shipped since Xero changes historical invoices with each address used.
This is such a basic bookkeeping need. Please add the ability to save multiple ship-to addresses for individual customers, and the ability to keep the ship-to address associated with the individual invoices.