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1. Invoices - Feature to 'write off' as bad debt

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   14 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills we’re going to separate the idea for each feature. I’ve created one for managing bad debts in bills across here and highly encourage anyone from this thread to vote for if you’d like to see this developed to handle supplier engagements.

   We will gladly share if there is any development for bad debts in either of these features.

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills… more

   Nicholas Thompson supported this idea  ·  01 March, 2023

2. Quotes - Title and Summary to flow through to Sales Invoices

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   119 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

   In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

   However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

   We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

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   Nicholas Thompson commented  ·  01 March, 2023  ·  Edit…  ·  delete…

   Having to complete re-write the invoice so it now has context and relevance to the end client, is a huge waste of time, with Xero pushing all their other time saving ideas this seems like a easy one to implement.

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   Nicholas Thompson supported this idea  ·  01 March, 2023