Settings and activity
4 results found
-
89 votes
Sean Garland
supported this idea
·
-
49 votes
We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
Sean Garland
supported this idea
·
-
301 votesSean Garland
supported this idea
·
An error occurred while saving the comment -
178 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
An error occurred while saving the comment Sean Garland
commented
This has been around since 2012, or 11 years. I don't expect that this will change.
Because of changes in how we invoice for contract items, we're going to have to move away from Xero. I've been a staunch supporter of Xero for over a decade, because A) it's not Quickbooks, and B) it had the features we wanted/needed and C) it's included in almost all web based SaaS apps integration lists. Oh and it's not Quickbooks.
But now, it seems we'll be forced to move to Quickbooks just because Xero won't entertain the idea of having "combos" or "builds" that are a single item made up of various other items/accounts so that your chart of accounts, and balance sheet/profit and loss, all make sense.
Oh well. I guess it's time to move on.
Sean Garland
supported this idea
·
This is insane. We've sitting here waiting for payments, thinking the invoices went out. HUGE ISSUE XERO - Where is there statement about how to get this?
Another issue we just found is that if you "mark as sent" the "history" literally shows "Sent by {user}" - not "Marked Sent by user"
Unreal