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4 results found

  1. Lock dates - Ability to edit reference of an invoice in a locked period

    28 votes

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    submitted  ·  12 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Beverley Dowsett shared this idea  · 

  2. Branding Themes - Invoice merge field for customer's business registration number

    17 votes

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    submitted  ·  6 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Beverley Dowsett supported this idea  · 

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

    242 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  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.

    Beverley Dowsett supported this idea  · 

  4. Sales Invoice | Delivery address - Update for individual invoice

    105 votes

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    37 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the comments about your needs in this idea.

    We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.

    With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.

    We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.

    There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share…

    Beverley Dowsett supported this idea  ·