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  1. Invoice - Prompt Payment / Settlement Discount

    356 votes

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    submitted  ·  103 comments  ·  For small businesses » Business features  ·  Admin →
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    Neil Hartley supported this idea  · 

  2. Contact report / export - Including credit limits and terms

    109 votes

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    28 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.

    From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.

    When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks

    Neil Hartley supported this idea  · 

  3. Invoices/Bills - Don't update contact address for existing invoices

    75 votes

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    submitted  ·  12 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  4. Contacts - Add a Job Title field

    74 votes

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    13 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.

    Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.

    If there is any plans made around this we will update you of this, here.

    Neil Hartley supported this idea  · 

  5. Customer Statement - Automated statements for contacts

    464 votes

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    114 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

    Neil Hartley supported this idea  ·