Skip to content

Settings and activity

3 results found

  1. 209 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

    Julia Williams supported this idea  · 
  2. 13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Julia Williams supported this idea  · 
    An error occurred while saving the comment
    Julia Williams commented  · 

    I wish the term overpayment would be renamed. When clients see overpayments it looks like I have made mistakes when it is not the case. It is usually called payment on account on other systems.

  3. 72 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Julia Williams commented  · 

    It would be really useful to add this to the dashboard.
    My client keeps thinking he has more money available than he has.
    The report for this is not very helpful as it has duplicate lines that have to be removed before sending to client.

    Julia Williams supported this idea  ·