Settings and activity
15 results found
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410 votes
Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
An error occurred while saving the comment 
Sherri Mackey
supported this idea
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An error occurred while saving the comment Sherri Mackey
commented
How can an Accounting Software not have a vendor discount terms as part of the system? Right now I need to do it all manually AFTER I remember that my terms include an early discount that I have to calculate, discount off the bill I enter then ensure I pay early within those discount terms. The system should allow more than just a Net 30 term. It would be best if the business was allowed to create their own terms item, not forced to use what you think we need.
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116 votesSherri Mackey
supported this idea
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103 votes
We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
Sherri Mackey
supported this idea
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101 votes
Hi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.
We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.
I will share if there are any plans or progress to share on this, here.
Sherri Mackey
supported this idea
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785 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Sherri Mackey
supported this idea
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485 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Sherri Mackey
supported this idea
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403 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
An error occurred while saving the comment Sherri Mackey
commented
Adding and removing widgets to customize the home page is already a current feature, so as long as each individual is still able to customize, which the beta prototype indicates, then there should be no need for 'set' view formats.
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8 votes
Hi Sherri, thanks for your feedback. I know you started your idea in the Navigation and Homepage forum however this appears to relate to the Contacts page where you attach files to a contacts record.
I've slightly update the title of your idea and moved this across forums. We will start to get a sense of the interest in this from the community here.
Sherri Mackey
shared this idea
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192 votes
Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.
Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.
We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks
Sherri Mackey
supported this idea
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1,433 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 Sherri Mackey
commented
Chariel Kines - How we got around this was including the address as a LINE ITEM with the Shipping. Example: UPS Ground: ABC Company, 123 Main Street, Anywhere, NY
This helped it retain on the invoice incase we had to resend. It was an easy fix since the "Ship To" box was not included on the invoice template anyway, we removed it from our custom template so it only shows the Bill To on the top of the invoice.
Hope this is helpful to you.
Sherri Mackey
supported this idea
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73 votes
Hi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.
While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks
An error occurred while saving the comment Sherri Mackey
commented
How about allowing edits to invoice without removing a payment. Sometimes wrong items are selected or they change their mind. Would be nice to be able to modify the invoice without unaplying payment, updating and reaplying.
Sherri Mackey
supported this idea
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42 votes
An error occurred while saving the comment Sherri Mackey
commented
Ability to modify an invoice after payment has been applied. Many times a customer modifies the ship method or adds a item after we apply payment and unless we unhook, which we don't like to do for many reasons, we cant modify or adjust the invoice. This is a basic concept. We are forever creating dash -1 invoices (to tie to the original order) for upgraded shipping or adding an artwork item as a last minute update HOURS after we charge and send the invoice to the client.
Sherri Mackey
supported this idea
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235 votes
Hi everyone, we'd like to share an update with you all.
We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.
We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.
We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.
Sherri Mackey
supported this idea
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110 votesSherri Mackey
supported this idea
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92 votes
Thanks for continuing to raise the importance of this idea with us here.
We appreciate why invoices and bills need to reflect the address details that were true at the time the document was created, and recognise the importance of this for record-keeping and audit purposes.
As part of the work we’re progressing for multiple addresses per contact, we want to highlight that preserving historical invoice details within Sales invoices is something we’ll be solving.
With multiple product teams working across different features we want to be upfront that work is not currently roadmapped for the Bills side, however we’ll keep this top of mind as that area of product continues to be developed.
I’ll be back to share further updates as this progresses.
Sherri Mackey
supported this idea
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1%10 Net 30, 2% 10 Net 30 are normal discounts that would be helpful if auto-calculated vs manually adding on each bill.