Settings and activity
8 results found
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209 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 🙂
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Danielle van Dijk
commented
When asking about Xero to xero in new invoicing staff refers to Peppol instead. Its not desirable for us to yet involve an other company (poppol) into our invoices stream. Please Xero let us be able to choose to not share all our info with multiple companies. Xero to xero remaining would be great!
Danielle van Dijk
supported this idea
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8 votesDanielle van Dijk
supported this idea
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An error occurred while saving the comment Danielle van Dijk
commented
It would be great to be able to use custom placeholders. I like to have Q1-Q4 in repeat invoices for the ones we invoice/ bills we receive Quarterly! doing 3 months is such an long description.
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12 votes
Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.
For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.
An error occurred while saving the comment Danielle van Dijk
commented
You can! By using [month-1] . Just use the month placeholder and type the -1 yourself! I use it all the time!
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25 votes
Hi everyone, along with AU and NZ it is now possible to send approved invoices electronically through the Peppol network in the UK. 😊
We'll shift the idea back to submitted again with other regions interested in this feature and will let you know if there are any further plans made around this.
For those interested in the ability to bulk send eInvoices - we have a separate idea for this that you can join and follow.
Danielle van Dijk
supported this idea
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4 votesDanielle van Dijk
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405 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…
Danielle van Dijk
supported this idea
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743 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.
Danielle van Dijk
supported this idea
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62 votes
An error occurred while saving the comment Danielle van Dijk
commented
Pop up notes / flag notes should be available for not only incoices for certail contacts but also bills to certain suppliers!
A button/toggle you can drag across in the notes section to make sure the next time that invoice or bill is opened the notes pop up so they are definately being read!
Danielle van Dijk
supported this idea
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Very disappointing this has been changed to "Not Planned"!