Settings and activity
19 results found
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168 votes
Kirsty Scales
supported this idea
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338 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Kirsty Scales
supported this idea
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68 votes
An error occurred while saving the comment Kirsty Scales
supported this idea
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32 votes
Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
An error occurred while saving the comment Kirsty Scales
commented
When funds are received in to the bank account, and they are posted as a prepayment, please can an option be added to "send receipt" in exactly the same way as it is for a direct payment.
Previous conversation on this topic says it is not on a priority list but I don't understand why the nature of receipt changes the options available to acknowledge the payment. I know there is a work around. But it takes 6 extra clicks on every transaction!!
An error occurred while saving the comment Kirsty Scales
commented
So Xero have been "considering" this for almost 10 years! We take a prepayment off every single customer and they like to know their money has been received. Yes there is a work around but it is about 6 extra clicks on EVERY SINGLE transaction. WHY can't it just be "send receipt" like it is a for a normal payment? Literally copy and paste the coding? Surely?
An error occurred while saving the comment Kirsty Scales
commented
We also take deposits for work to be completed and record this as a prepayment. Naturally clients would like a receipt for their payment. Surely this is a basic function for an accounting package??
Kirsty Scales
supported this idea
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620 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.
Kirsty Scales
supported this idea
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2 votesKirsty Scales
shared this idea
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80 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
An error occurred while saving the comment Kirsty Scales
commented
So is this "work around' only available from the invoice screen, not the bank transactions screen?
Kirsty Scales
supported this idea
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14 votes
Appreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
An error occurred while saving the comment Kirsty Scales
commented
Thanks - I'll have a look at the other work arounds. A "branch" type system would be pretty handy to most people I'd say.
Kirsty Scales
shared this idea
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30 votesKirsty Scales
supported this idea
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19 votes
An error occurred while saving the comment Kirsty Scales
commented
When searching for a contact I use the email address. Many people have more than one and the current contact set up only allows one of these addresses as the "contact" with the others in "additional people". If the address I am searching is that of an "additional person" it comes up with no contact found. Please could this search include ALL email addresses on the contact card? It would be even better if we could just have all email addresses in one place rather than all these "additional people" which is so clunky.
ThanksKirsty Scales
supported this idea
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477 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Kirsty Scales
commented
We only send invoices after the work is done but it would help greatly with admin efficiency if these could be raised earlier and scheduled to send the day following the booked job. It will also allow small business owners to actually go on leave - and this is the market Xero claims to support.
Kirsty Scales
supported this idea
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7 votesKirsty Scales
shared this idea
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147 votesKirsty Scales
supported this idea
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352 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Kirsty Scales
supported this idea
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385 votesKirsty Scales
supported 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 Kirsty Scales
commented
YES!!! It is so much more time consuming having to drop down and choose Approve on EVERY. SINGLE. TRANSACTION. I'd really love us to be able to move forward rather than backwards.
Kirsty Scales
supported this idea
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316 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Kirsty Scales
supported this idea
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
423 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Kirsty Scales
supported this idea
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286 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
Kirsty Scales
supported this idea
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We take deposits prior to accepting work and many clients need paperwork to facilitate the process. Having to issue 2 separate invoices for every job effectively doubles the work and should be completely unnecessary. If we can get away without an invoice for the deposit, we use a Stripe link but this attracts larger fees than if a customer was paying a Xero invoice - so it is pretty much lose/lose for us. This is basic accounting Xero. Way more important than a cash flow graph on the dashboard. Please could you get in to the accounting functions rather than the pretty distractions.