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  1. Invoicing - Remember default settings

    404 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Admin FES supported this idea  · 

  2. New Invoicing - Option to switch Autosave off

    436 votes

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    submitted  ·  201 comments  ·  For small businesses » Business features  ·  Admin →
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  3. New Quote - Create blank lines in Quote

    23 votes

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    6 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, upon revisiting here we'll re-open this idea. 


    As you may have found - While possible to add a new line and drag & drop this to where you'd like it to sit in a quote. Once saved, blank lines that have no data in any field will disappear and lines with detail will condense. 

    Apologies for the earlier misunderstanding and we appreciate those who've feedback on the idea here too. 


    There aren't any direct plans for changing this behaviour for now. We have a keen eye on the interest here so please add your support through votes and importance. 


    For the time being, if you'd like to add a blank line in your quote you'll need to enter a character in the description field of the line - This could just be a hyphen or full stop 

    Admin FES supported this idea  · 

  4. Sales Invoices - Bulk assign lines to Project/customer

    38 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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  5. Invoicing - Allow blank lines to make groups of invoice lines

    84 votes

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    37 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.

    We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.

    That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice. 

    Admin FES supported this idea  ·