Settings and activity
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8 votes
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Frank Stickney
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51 votesFrank Stickney
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4 votesFrank Stickney
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149 votesFrank Stickney
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19 votes
Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms…
Frank Stickney
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22 votesFrank Stickney
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SO SO SO important for anyone with contract clients, service agreements etc. Xero, listen, you MUST find a solution for this. I have lost a bunch of money because I have ADHD and I forget to update my clients' recurring invoices. They're all on different renewal dates. I recently have been setting up a convoluted system of service line items with Y1, Y2, Y3 creating a big mess in my system just so that I can select the right year of service item rate based on the year they started. And I have a Google Sheet with formulas that use a starting date I enter to show the year (Y2 etc.) they are in, the deadline for changing the recurring invoice in Xero, with an app script in Google to set up a reminder in the calendar... it's CRAZY and messy and so many places things can fall through the cracks! I would probably pay more at a different invoicing/bookkeeping service and switch from Xero if I found one that would handle this for me. So I urge you to make this recommendation a priority! You will probably attract a lot more customers once they find out you have it... Seriously.