Settings and activity
6 results found
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85 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
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Karen Hughes
supported this idea
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105 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
Karen Hughes
supported this idea
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An error occurred while saving the comment Karen Hughes
commented
@KellyMunro THIS NEEDS TO BE IN YOUR PIPELINE!
The fact that if you edit the line in any way after entering discount as a %, it defaults back to $ is a disaster! A costly one if your user doesn't realise.
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23 votes
An error occurred while saving the comment Karen Hughes
commented
Why does the Statement Branding not use the customer default branding theme? It makes no sense for the invoice to default to the correct theme (eg for a specific currency) and then you have to choose the theme every time you send a statement.
Karen Hughes
supported this idea
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29 votes
An error occurred while saving the comment Karen Hughes
commented
This is costing us money!!!!! If you forget to add the % , the price is wrong. We look stupid when the client raises the issue (unless they are unfortunate enough to be using Xero, in which case they totally understand); We lose money when the rate is wrong.
SORT IT OUT PLEASE - THIS NEW INVOICING IS SOOOOO FULL OF BUGS.
Karen Hughes
supported this idea
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405 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Karen Hughes
supported this idea
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72 votes
Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
An error occurred while saving the comment Karen Hughes
commented
This has been a problem for a number of years, and this is all we get as a resonse... Just getting your customers to do your work for you. Like debugging the 'new invoicing' and we all know how that's going - it's not!!
An error occurred while saving the comment Karen Hughes
commented
Great work, listening to your clients. Not. It's already been a long term problem and now you come up with the suggestion of a work-around which is possibly going to be in the too-hard basket for many! I guess everyone will have to wait another few years....
An error occurred while saving the comment Karen Hughes
commented
Been waiting a few years now....
An error occurred while saving the comment Karen Hughes
commented
I logged this a few years ago (at least 3, maybe 4). Sooooo frustrating that Xero don't listen to so many of their clients who have the same problem!
An error occurred while saving the comment Karen Hughes
commented
Not just time saving at the time of creating the Purchase Order but avoids the obvious problem of forgetting to change it!
An error occurred while saving the comment Karen Hughes
commented
This should be a basic option, not a 'feature.' Users have been asking for this for years! Simply adding it to another forum is avoidance
Karen Hughes
supported this idea
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I'm astonished (but I shouldn't be) that Kelly Munro had no idea of 'the value in this idea in the ways you invoice' This is the reason Xero invoicing is such a mess - THEY HAVE NO IDEA HOW THE PRODUCT IS USED!