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  1. Proforma Invoice - Ability to apply part payments before converting to invoices

    107 votes

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    submitted  ·  22 comments  ·  For small businesses » Business features  ·  Admin →
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    Mala Keshav supported this idea  · 
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    Mala Keshav commented  · 

    Ha! So there is guide to proforma invoices on the xero public website

    https://www.xero.com/nz/guides/what-is-a-proforma-invoice/

    But no way to actually create one in Xero, when it is needed by their clients .. Interesting...

    We haven't needed this since the last year and have had to do off system work arounds. It would be helpful to have this functionality in Xero

  2. AU Payroll - Support for prorated salary

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Payroll  ·  Admin →
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    Mala Keshav shared this idea  · 

  3. Customer Statements - Use Contact default to apply template

    21 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Mala Keshav commented  · 

    We have two entities we operate particular services under both entities have their own bank accounts, and some clients use both services. So we created two branding themes to manage this. However, when sending out statements the invoices under that clients name are collated together regardless of the branding theme on the invoices. and the statement displays the bank account number with the branding theme. Its so illogical to not be able to sort the invoices on the statements according to the branding theme. We currently have an incomplete billing process end to end.

    It sounds so logical now, but we should be able to pick the statement branding these and xero automatically matches the branding these of the invoices to the statement. That way all the bank details are the consistent from brand, and bank account number to invoice and to statement.

    Seems like an easy logical fix to me. to not complete the full invoicing process end to end properly is nonsensicle.

    Mala Keshav supported this idea  ·