Settings and activity

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1. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   260 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

   David Hedt supported this idea  ·  07 February, 2025

2. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   266 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

   Hi Community! 👋

   Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

   I look forward to updating you as we make progress 🙂 🙏

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   David Hedt commented  ·  27 August, 2024  ·  Edit…  ·  delete…

   Make this happen ASAP.

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   David Hedt commented  ·  10 October, 2023  ·  Edit…  ·  delete…

   I see inventory product control seperate to finances, I really think that's a change that needs to be made. We like Xero but in doing it the way it is currently set means that my entire company can see the finances regardless of role. Ordering, warehouse, inventory management, invoicing etc...
   The roles Xero offer don't really fit what the program can do.

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   David Hedt supported this idea  ·  10 October, 2023