Settings and activity
5 results found
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5 votes
Hi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account.
The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed.
Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this. It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here.
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Kika Jacobs
supported this idea
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23 votes
An error occurred while saving the comment Kika Jacobs
commented
We require the report to show us paid invoices and not written off invoices
Kika Jacobs
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213 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Kika Jacobs
supported this idea
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5 votes
An error occurred while saving the comment Kika Jacobs
commented
Repeating Invoice - Preview before sending would be good
Kika Jacobs
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195 votesKika Jacobs
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Far too time consuming and off putting for a new client who would just like to view their bills and pay in one go