Settings and activity

7 results found

1. Invoicing - Sending Invoices by SMS

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Toni Delli-Compagni supported this idea  ·  03 November, 2023

2. Repeating Invoices - Copy option

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Toni Delli-Compagni supported this idea  ·  03 November, 2023

3. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   168 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

   Toni Delli-Compagni supported this idea  ·  03 November, 2023

4. Email Templates - Rich text editor format

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   working on it  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Toni Delli-Compagni shared this idea  ·  03 November, 2023

5. Bills - Flag a Bill as 'in dispute / query'

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   192 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but… more

   Toni Delli-Compagni supported this idea  ·  03 November, 2023

6. Batch payments - Ability to include credit notes

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   submitted  ·  57 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Toni Delli-Compagni supported this idea  ·  03 November, 2023

7. Sales Invoices | Templates - Extra formatting options (Bullets, Bold, Italics)

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Toni Delli-Compagni supported this idea  ·  03 November, 2023