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4 results found

  1. Inventory: Lock items from being affected by customer discount

    15 votes

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    4 comments  ·  Purchase orders, bills & inventory » Inventory  ·  Admin →
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    Julian Grant supported this idea  · 

  2. Invoices - Xero to Create/Assign invoice number when importing

    63 votes

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    submitted  ·  23 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Julian Grant commented  · 

    The fact this is missing in the new invoice module is harmful to us. Please fix it.

    Julian Grant supported this idea  · 

  3. Contacts - Import with contact Group

    142 votes

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    submitted  ·  52 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Julian Grant commented  · 

    You need to add a field to the template to do this. Its such a pain otherwise.

    Julian Grant supported this idea  · 

  4. Proforma Invoice - Ability to apply part payments before converting to invoices

    155 votes

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    49 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate you continuing to share with us through this idea.

    We’re now in development of a related quote-based workflow: Where your business will be able to set a deposit on a quote, and when it’s accepted, Xero will automatically create the deposit invoice and gives the customer an online way to pay.

    Being open this feature will be triggered by an accepted quote; it doesn’t add a standalone proforma document or payments against a draft invoice.

    While this is only with a limited small group of users at the moment, we’ll keep you updated on wider rollout, which will come in the new year.

    Julian Grant supported this idea  ·