Settings and activity
4 results found
-
259 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
supported this idea
·
-
37 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.
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.
-
3 votes
Is this something you've come into our Xero Support team about, Elise? Appreciate the detail here, however testing creating invoices in new invoices if I change the invoice number from the sequence the next invoice number assigned is the one I over wrote. Is it possible there are others users in the org that may have used the invoice number instead? Otherwise, I'd highly recommend coming into our Xero Support team where we can get more detail of your flow and a closer look into what's going on. Thanks
Elise Edwards
supported this idea
·
Elise Edwards
shared this idea
·
-
330 votes
Hi community, thank you for all sharing with us here in product ideas. We've been taking your feedback on board seriously and there is work underway atm for the line item grid that'll improve your experience when you enter detail of your invoices.
Along with other improvements one of the changes this work will provide is the ability to add new rows to your invoice, and be able to shift these around to where you'd like them placed within your invoice.
I'll shift to working on it and round back to confirm once this is released and available to you all to make use of.
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
·
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.