Settings and activity
6 results found
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201 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
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Josh Moore
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241 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
An error occurred while saving the comment Josh Moore
commented
Since Xero haven't committed to developing this feature yet, the app BeanBox solves these exact problems. Here's the link: https://www.beanbox.app/
It gives instant automated forecasts for repeating invoices for the next 12 months (and 36 month forecasts are coming soon). Plus it shows reminders about repeating invoices that are expiring, it shows forecasts by tracking codes too if you're using those in Xero, forecasts per customer, and it gives the ability to search and filter across your repeating invoices in ways that you can't do in Xero, to quickly find repeating invoice line items. There are options to export all your repeating invoices and forecasts to Excel too.
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1 voteJosh Moore
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8 votes
An error occurred while saving the comment Josh Moore
commented
I would like to be able to filter the Aged Receivables Summary report to only show clients with overdue invoices. I have a long list of clients who pay their invoices on time. They appear in the "Current" column, however, I would like the option of viewing the Aged Receivables Summary report with ONLY clients with overdue invoices showing. This means we can focus quickly on who needs to be followed up, by what amounts and how far they're overdue.
The Aged Receivables Detail report has the option of filtering by due date, but the summary report does not.
In addition, Xero currently assigns any invoice that is due today to the "< 1 Month" column, but I think it should actually be assigned to "Current", until it is overdue. An invoice that is due today isn't yet overdue, so should still be in "Current".
My ideal then is to have the option to hide the "Current" column and hide all clients who only have figures in the "Current" column.
Josh Moore
supported this idea
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2 votesJosh Moore
shared this idea
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629 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
An error occurred while saving the comment Josh Moore
commented
Currently, invoice reminders are sent out at around 4am in the morning.
Separate to this, bank feed data is imported in the middle of the night too. This means that if a customer's payment appeared in the bank yesterday, it won't appear in Xero until today, but the invoice reminder was automatically sent early in the morning before we could reconcile the payment.
e.g. Invoice due 20th of the month.
First invoice reminder set for 4 days late (24th).If the customer pays on 23rd and it arrives in our bank account that same day, this will only appear in Xero on the 24th because the bank feed refreshed overnight. We will reconcile it on the morning of the 24th, however, the invoice reminder will have already been sent at 4am that morning.
The issue is caused by the invoice reminders going out early in the morning, before we have had a chance to reconcile the payments.
Suggested fix: Change the invoice reminder time to 1pm or later in the day. This will mean that we have an opportunity to reconcile yesterday's payments before the invoice reminders go out.
Note: Moving the invoice reminders back a day does not fix this issue. If we moved the invoice reminders to 5 days instead of 4, the exact same issue happens if the customer pays 4 days late. They will have already paid the day before but will receive an invoice reminder.
Josh Moore
supported this idea
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Totally agree with the need for this! There is another request very similar to this, asking for the trading name to be shown instead of the legal name. You can vote for it here: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47771597-new-invoicing-when-sending-show-organisation-s-t