Settings and activity
14 results found
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2 votes
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Emily Aspden
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4 votes
Hi Emily, it sounds like you could use batch deposit here. This is available from the Awaiting payments list like you noted and will allow you to to record multiple invoices as paid in a single transaction.
It can be useful if you’re banking one deposit for multiple invoices, or when a customer makes a single payment for multiple invoices. 😊
Does this solve what you're after?
An error occurred while saving the comment Emily Aspden
commented
Hi Kelly,
My bad, I misinterpreted the deposit button, that solves exactly what I'm after, thanks 😊
Though, if it's open to changes, is it possible to make the reference box in the batch deposit not compulsory? It won't let you proceed without entering a reference, surely that should be up to us to decide if it's compulsory or not?
Emily Aspden
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29 votes
An error occurred while saving the comment Emily Aspden
commented
Please enable us to edit the whole template in the 'send invoice' page and not just the body of the email.
An error occurred while saving the comment Emily Aspden
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You should be able to delete this in the template before sending it out. Looks awful having the price at the top let alone in huge bold font!
I'm having to email the invoice to myself first, to then delete the amount and the Powered by Xero logo on the bottom manually before sending on, adding yet another unnecessary step to new invoicing. You should allow this to be edited along with the main body of the email before sending through Xero.Emily Aspden
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338 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
An error occurred while saving the comment Emily Aspden
commented
Please consider adding this back onto the invoice screen. It was previously so efficient adding 10s of payments with the tab button/keyboard. Now having to click through and select dates and select account, leaving more room for error and taking a lot more time.
Emily Aspden
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31 votesEmily Aspden
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11 votesEmily Aspden
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402 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
An error occurred while saving the comment Emily Aspden
commented
The client payment terms setting doesn't pull across when you copy an old invoice into a new one. The due date is always today's date. If the client setting is 30 days or 45 days the system ignores this. What's the point in having default settings? Again more clicks to open a new window, find the client, check their payment terms, work out due date manually. In 2024. With a system that used to manage this feature just fine.
I contacted support and was told it is a known issue.
Please can this be fixed?Emily Aspden
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225 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
An error occurred while saving the comment Emily Aspden
commented
Have the product development team actually sat down and created an 80 line invoice?
My guess is not.
Because if they did, they would understand how counter intuitive it is to have to scroll all the way up to save or approve an invoice (don't get me started on the two steps of clicks to approve because I'm one of the 'minority' who doesn't want to 'approve and email').Please please move it back to where it was perfectly fine, at the bottom of the invoice.
Emily Aspden
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397 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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An error occurred while saving the comment Emily Aspden
commented
Too many clicks in new invoicing.
'Through testing we found that majority of our customers would Approve and email an invoice at once'.
And yet so many don't. Why not just add the option for each customer to choose what their default should be?Emily Aspden
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86 votes
An error occurred while saving the comment Emily Aspden
commented
This is critical for us. Some of our clients require invoice and supporting documents in one pdf, otherwise the invoice won't get approved for payment. Therefore I have to send the invoice to myself first, download the pdf, merge it with the supporting docs on Adobe, then send the email to the client with with the new merged pdf. With multiple invoices a week it's a really tedious and lengthy task when it really needn't be!
Emily Aspden
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42 votesEmily Aspden
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169 votesEmily Aspden
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114 votesEmily Aspden
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65 votesEmily Aspden
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Just to add about the temporary pop up, this is also the case when you need to send a remittance. It disappears too quickly so you then have to find the bill to click on the payment to send the remittance if you miss it...