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  1. New Invoicing - Add Payment details on invoice screen

    272 votes

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    submitted  ·  45 comments  ·  For small businesses » Business features  ·  Admin →
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    Dean Mansbridge commented  · 

    I would love the ability to record a payment at the same time as creating the invoice in the first place?
    To explain, I provide a service for a client and they pay up front. I then have to create an invoice and the "Approve & Email" is a great feature BUT no good in this instance as I have to record the payment first. Once doing that it's not as intuitive to email a copy of the invoice.

    Ideally, we need an "add payment" step below adding line items so it flows easily and/or drop down feature on the invoicing screen please. This would make creating an already paid invoice WAY easier.

    Fanks. 👍🏼

    Dean Mansbridge supported this idea  · 

  2. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

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    159 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

    Dean Mansbridge supported this idea  ·