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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
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Michelle Flynn
commented
This feature request has been ongoing since 2012. During this period, Xero removed the original dates from the discussion thread, and to make matters worse, they also deleted the original comments on this new "Products Idea" forum. Unfortunately, my comment is missing, so I'm reposting it here.
The issue is that if you do work for a big organisation with hundreds of employees and you are running multiple projects you can't invoice individual people or departments under the same organisation. I know you can add extra contacts but this still doesn't work, as I need the statements generated to ONLY include projects to that relevant team member.
I have resorted to fudging the company name by adding periods in various locations, for example:
Business Name PM Pty Ltd
Business Name PM Pty Ltd.
Business Name PM Pty. Ltd
Business Name PM Pty. Ltd.
Business Name PM. Pty Ltd
Business Name PM. Pty Ltd.
Business Name PM. Pty. Ltd.
Business Name. PM Pty LtdThis is NOT a very elegant way of managing it and I have also run out of options!
Xero please advise if you are listening to your customers and if this will ever make it onto your roadmap.
Michelle Flynn
supported this idea
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For large organisations that we invoice:
We often need to send invoices and statements to multiple contacts within the same organisation, especially when different departments are responsible for different projects.
Each contact should only receive reminders and statements relevant to their department or project—NOT for the whole organisation.
The current Xero invoicing system treats all contacts under the same organisation name as a single account. As a workaround, we have been slightly altering the organisation name to differentiate them, for example:
Company Pty Ltd
Company Pty. Ltd.
Company. Pty. Ltd.
This has allowed us to send specific invoices and statements to each contact, but when you are dealing with more than 5 contacts in an organisation it becomes a nightmare to manage.
Please consider this also when implementing these improvements.