Settings and activity
6 results found
-
328 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
An error occurred while saving the comment 
Kimberley Lamb
supported this idea
·
-
210 votes
Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero.
I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon.
Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂
An error occurred while saving the comment Kimberley Lamb
commented
Include Xero to Xero invoicing option from the 'create invoice' screen
Currently the only way to send an invoice from Xero - Xero networks is to create an invoice, then go back to the awaiting payment screen and then send xero to xero. It is no longer possible to simply create an invoice, approve/send via network. Too many steps and inefficient! PLEASE BRING THIS BACK ASAPKimberley Lamb
supported this idea
·
-
16 votesKimberley Lamb
supported this idea
·
-
406 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Kimberley Lamb
supported this idea
·
-
748 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Kimberley Lamb
supported this idea
·
-
9 votes
Thank you for all sharing how we could keep improving your use of Xero and it's features. For those that haven't explored yet - we recommend considering if eInvoicing can serve your needs in this space. It's available now and incorporates even more functionality than Xero to Xero offers.
As we're developing new invoicing, our product team are looking at development to build the Xero to Xero network into new invoicing as well as considering enhancing it's functionality by allowing customers to include attachments when using this feature to send invoices. Right now we'll move to Under review and I'll be back when there's more news on this to share with you all.
An error occurred while saving the comment Kimberley Lamb
commented
This would be VERY helpful as the reference info and other data is not carried over when sending via Xero-Xero
Kimberley Lamb
supported this idea
·
Show invoice resent information in history. When these are resent for reminder it does not show in the history as per classic version so hard to see the actual history of the invoice or if a client needs to have a reminder sent. Important to avoid a client receiving several reminders when auto reminders are not on.