Settings and activity
36 results found
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13 votes
Bee Hesketh
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11 votesBee Hesketh
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2 votesBee Hesketh
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4 votesBee Hesketh
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640 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
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172 votes
An error occurred while saving the comment Bee Hesketh
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Come on Xero...... This is such a necessity. It bugs me that it's even down as a 'product idea' when it should be a standard feature.
An error occurred while saving the comment Bee Hesketh
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I'm so sick of the lack of the most basic features for repeating invoices. I thought Xero was supposed to make running a business easier?
An error occurred while saving the comment Bee Hesketh
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We need this so that we can use GoCardless automated payments. Currently we have to manually take every single direct debit when the repeating invoices are created, but generating the invoices earlier would make it easier to automate that process.
An error occurred while saving the comment Bee Hesketh
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Yep, so many problems with repeating invoices. It looks so unprofessional sending out invoices at 2am.
An error occurred while saving the comment Bee Hesketh
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Xero just tell us if you aren't going to fix this and then we can stop waiting and move to a different accounting software.
An error occurred while saving the comment Bee Hesketh
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Edit - Purpose: To make the GoCardless automated payments for repeating invoices a usable feature
An error occurred while saving the comment Bee Hesketh
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This would be so helpful. We take payment via direct debit which we can only collect once the invoice is generated. So quite often you get customers who forget and then manually pay as well because it hasn't been paid at the point the invoice is sent.
Then you have the ongoing saga of not being able to apply a credit to a future repeating invoice.
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210 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. 🙂
An error occurred while saving the comment Bee Hesketh
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Yet another area of repeating invoices where Xero's only solution is to perform it manually. Great.
I don't think there is a single area of our billing processes which we are now able to automate with Xero, due to issues/bugs (so called 'Product Ideas').
Bee Hesketh
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27 votes
An error occurred while saving the comment Bee Hesketh
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We are stuck running our direct debit on the 20th of every month because of this. It doesn't matter whether I'm on holiday or it's the weekend, it has to be the 20th because we can't select "the last Friday" (or similar) for our repeating invoices.
If we don't sort the direct debit at this time, then customers start receiving invoice reminders (when they shouldn't) because there is no way to turn those off for specific repeating invoice templates paid by direct debit.
More and more businesses are running on similar subscription models, yet Xero are still in the dark ages.
Bee Hesketh
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38 votes
An error occurred while saving the comment Bee Hesketh
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We have to add notes to our calendar to remind us to allocate credits before doing the direct debit pay run. This is such a pain, and just leaves us open to making mistakes and annoying our customers.
So many basic functions missing for repeating invoices. Don't add repeating invoices if you don't have the infrastructure to support it!
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183 votes
An error occurred while saving the comment Bee Hesketh
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Repeating invoices lack so many fundamental features. Not being able to get a basic report is definitely one of them.
As a business where the majority of our invoicing is repeating, this is becoming increasingly frustrating. This isn't a 'Product Idea' it is a fundamental feature that should have been included from the moment Xero introduced repeating invoices.
An error occurred while saving the comment Bee Hesketh
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Still don't understand why Xero would release repeating invoices as a feature, but not include the basic infrastructure / functionality to support it. There's so many issues with repeating invoices but this has to be one of the most basic things that's missing.
Over 90% of our invoices are repeating and this means we just aren't able to report accurately.
An error occurred while saving the comment Bee Hesketh
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It's been 2 years. Any movement on this?
Bee Hesketh
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An error occurred while saving the comment Bee Hesketh
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Been asking for this for years. Why add a feature like repeating invoices and not include the most basic of reports/features to support it? Over 90% of our invoices are repeating.
An error occurred while saving the comment Bee Hesketh
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I still don't understand why you'd introduce a new feature (repeating invoices) and not provide a report to go with it. This shouldn't even need to be requested.
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9 votesBee Hesketh
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551 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Bee Hesketh
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Still saying invoice 'Edited' rather than 'Invoice Sent' for me. When is this going to be fixed? Surely the most fundamental thing we can expect from any accounting software is sending invoices and being able to see a clear audit trail.
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7 votesBee Hesketh
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15 votes
An error occurred while saving the comment Bee Hesketh
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This would be so beneficial for our business. It would help us actually get paid... Surely one of the most important features of accounting software?
An error occurred while saving the comment Bee Hesketh
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Any movement on this? This would be helpful to so many users. Especially those with direct debits for some clients.
Bee Hesketh
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9 votesBee Hesketh
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16 votesBee Hesketh
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88 votesBee Hesketh
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26 votes
An error occurred while saving the comment Bee Hesketh
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About half of the world's population start their week on a Monday - https://www.timeanddate.com/calendar/days/first-day-of-the-week.html
Bee Hesketh
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An error occurred while saving the comment Bee Hesketh
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Please fix this. It is archaic.
An error occurred while saving the comment Bee Hesketh
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This would be really useful. I don't know any businesses personally who start their week on a Sunday.
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68 votes
An error occurred while saving the comment Bee Hesketh
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I complained about this to Xero and their solution is to set repeating invoices to be drafts and then manually send them all. Thus making the process even less automated. Great.
An error occurred while saving the comment Bee Hesketh
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This is becoming a real bugbear for us now. Please fix!
An error occurred while saving the comment Bee Hesketh
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Surely at the very least you can set these to send within business hours if we give you our timezones? Come on Xero.
An error occurred while saving the comment Bee Hesketh
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Around 90% of our invoices are repeating. All of these get sent out just after midnight.
It looks so unprofessional. I don't even want to be able to set a specific time. I would just like it to be at a more reasonable time that isn't the middle of the night for our customers.
An error occurred while saving the comment Bee Hesketh
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This really is a must. Even if you can only set a single time/window for all repeating invoices in general. Anything to stop them going out at night would be helpful for us. Seems really unprofessional to get an invoice in the middle of the night.
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6 votesBee Hesketh
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Any updates for repeating invoices? Of course not.