Settings and activity
145 results found
-
7 votes
Fiona Davidson
supported this idea
·
-
4 votesFiona Davidson
supported this idea
·
-
10 votesFiona Davidson
supported this idea
·
-
21 votesFiona Davidson
supported this idea
·
-
3 votesFiona Davidson
supported this idea
·
-
2 votes
-
2 votes
Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.
For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.
-
49 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
-
3 votes
-
2 votes
-
7 votes
Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.
With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice.
While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch.
Fiona Davidson
supported this idea
·
-
4 votes
-
28 votes
-
2 votes
-
2 votes
-
1 vote
-
2 votes
-
12 votes
-
2 votes
-
1 vote
