Settings and activity
7 results found
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103 votes
Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
Steve R
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782 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
An error occurred while saving the comment Steve R
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4 votesSteve R
shared this idea
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2 votes
An error occurred while saving the comment Steve R
commented
A poor workaround:
If you export contacts, the spreadsheet has the CIS column and you can filter that list outside of Xero.
Xero contacts has Groups, but the group is not part of the contact import/export and adding to that list is a slow manual task.
Xero contacts has "Smart Lists" but CIS status is not one of the built in filters -
34 votesSteve R
supported this idea
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291 votes
An error occurred while saving the comment Steve R
commented
New invoicing is slowing me down so much :-(
Having to select a date from a popup instead of type it in.... hey... is there a version of this for people with disabilities who struggle with mouse movements? Maybe there's a setting that would let me type the date again, that would help a little at least.Steve R
supported this idea
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367 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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An error occurred while saving the comment Steve R
commented
Thanks for the update Kelly, like many other here, we simply cannot have Xero email the Xero invoice to clients as they get the invoice directly from another system. Two invoices will confuse clients and it's too easy on 'new invoicing' to accidentally send.
My solution for now: remove all the client email addresses from Xero... I hope I don't have to do that by hand!
Steve R
supported this idea
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OK, the CTRL-ALT-A shortcut to approve rather than clicking the "approve and email" button is a good start.
The CTRL-ALT-Y shortcut to then record a payment is also a good start, but the record payment pop up doesn't allow for typing to select the date/account/etc, so it's still way slower than classic invoicing
It would also be useful to have hints on the page for the shortcuts, I never knew about those until following the link from Kelly's Jan 30th update