Settings and activity
5 results found
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49 votes
Thanks for letting us know how useful this feature is to you when creating invoices for your customers in Xero. We have some improvements the team are focusing on within the contact card to provide our customers more efficiency, which includes the ability to search to add an address for a Contact.
For the time being we'll change this to working on it, and I'll keep you up to date with any progress for this, here.
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Elise Edwards
supported this idea
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An error occurred while saving the comment Elise Edwards
commented
When is this feature going to be added. Its so time consuming adding address without it. No idea why this was not included in the new system!!
An error occurred while saving the comment Elise Edwards
commented
100% needs to be added to the invoice. This is an absolute must when creating new invoices.
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147 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
An error occurred while saving the comment Elise Edwards
commented
When creating a new invoice and adding a new customer at the same time, It wont let me add a customer if they have the same name as an already existing customer. For example Mr Smith is already a customer on the system, but today a new Mr Smith becomes a customer. They are a different person, different address, When I add an invoice for them and try to create them as a new customer, It always defaults to the first one that was on already on the system, even when you click 'add as new contact' I always end up having to add a full stop after their name or add something to the second contact to make it somehow different to the first one.
Elise Edwards
supported this idea
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3 votes
Hi Elise, thanks for confirming still an issue for you. As noted I'd recommend raising this with our Xero Support team via Xero central. As I'm unable to recreate this it would be good to get more detail with our specialists to see if they can investigate the behaviour.
An error occurred while saving the comment Elise Edwards
commented
We use our own numbering system as well as the xero auto numbering system. For customer invoices that pay cash, bacs or on account we use our own numbering system that originated from before we used Xero. I just amend the invoice number section on xero when a customer invoice is produced. I have always done this so no issues with that. We use the xero auto numbering for customers that pay by debit credit card. So everyone that pays by card during the day all get added to that one invoice. But the auto numbering system on the new version is skipping the numbers when I produce a manually amended one. eg. The first xero generated invoice number for today is 1505. The next invoice i add is given 1506 but as this is a cash payer, I manually change it to 13180. So I have not used the xero generated one of 1506, but when i go to add the next xero generated invoice it shows 1507. So it skipped the 1506 when i manually changed it to 13180. The old version did not do this. It recognised that the manually amended invoice number was not used and picked that up when the next invoice is created. This needs to come back.
Someone looked into this and said they had tested it and said they were not having same issue.
But this fault is still an issue for me. Today I've just changed the invoice number (1604) to my own invoice numbering system and then when i go to create a new invoice the next number assigned is 1605.Elise Edwards
supported this idea
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An error occurred while saving the comment Elise Edwards
commented
Still waiting for response to my last comment........This auto numbering fault is still an issue for me. I've just changed the invoice number (1604) to my own invoice numbering system and then when i go to create a new invoice the next number assigned is 1605.
An error occurred while saving the comment Elise Edwards
commented
Hi, Its still an issue for me. I've just changed the invoice number (1604) to my own invoice numbering system and then when i go to create a new invoice the next number assigned is 1605.
Elise Edwards
shared this idea
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350 votes
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.
An error occurred while saving the comment Elise Edwards
commented
Yes Yes Yes, I need this option. Most invoices I add to xero do not need to be emailed. So I would normally just approve or approve and print. Please bring this back or add a feature that will allow us to change the setting.
Elise Edwards
supported this idea
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428 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
An error occurred while saving the comment Elise Edwards
commented
How do I add a new line on new invoicing?? Surely we cant just have 2 lines and thats it? What a ridiculous system? I have some invoices that have up to 20 items on. How am I supposed to add these now?
Elise Edwards
supported this idea
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Any update on this yet????