Settings and activity
14 results found
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44 votes
An error occurred while saving the comment 
Emily Aspden
shared this idea
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2 votes
An error occurred while saving the comment Emily Aspden
commented
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...
Emily Aspden
shared this idea
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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
shared this idea
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48 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
commented
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
supported this idea
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362 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
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
supported this idea
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36 votesEmily Aspden
supported this idea
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240 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
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
supported this idea
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423 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
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
supported this idea
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88 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
supported this idea
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47 votes
Hi community, there isn't currently the ability to select and choose which invoices you'd like to bundle and send together. However, we recently released the ability to include an online statement link when sending Outstanding statements to your customer which may solve for some of the needs here.
If you've set up Stripe as a payment service the customer can select and choose which invoices to pay from the online statement - Find out more in Xero Central.
Emily Aspden
supported this idea
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193 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Emily Aspden
supported this idea
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139 votesEmily Aspden
supported this idea
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110 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
An error occurred while saving the comment Emily Aspden
commented
Please remove the Powered by Xero branding from our emails
Emily Aspden
supported this idea
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72 votesEmily Aspden
supported this idea
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Yet despite all this feedback within the last 12 months, Xero have responded by making the Online Payments function even bigger!!!!! So infuriating!
'86% of customers say they prefer to pay via credit and debit card
Add online payments to your invoices. Get paid up to twice as fast.'
NO Xero! Are the 14% of your customers who can't use this function not important? Not only do none of my customers pay by card, they don't pay us directly, so we will NEVER use this function, let us turn it off!!