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  1. 402 votes

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    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…

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    Clare Wilson commented  · 

    Hi Kelly,

    I have just copied an invoice to the same contact, added a couple of additional lines to the invoice and the VAT rate is not pulling in from the contact defaults to the additional lines added, so I am not sure this is completely working as you suggest?

    Could you please check again, as this should be standard that the contact VAT rate is applied, not the default against the account code.

    Clare Wilson supported this idea  · 
  2. 34 votes

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    Hi all, we appreciate detail you've shared on the value to you in being able to add multiple lines to an invoice at a time. 

    As a step toward making this process easier, we've released a new line item grid in invoicing, in which you can now manually add singular rows to your invoice.

    Our team are keen to continue monitoring feedback for adding multiple rows at once here, and while we don't have any plans for this at present, I'll update you if there's any news.

    Clare Wilson supported this idea  · 
  3. 295 votes

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    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    Clare Wilson supported this idea  · 
  4. 49 votes

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    Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?

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    Clare Wilson commented  · 

    I still cannot believe that this is an issue!! Why is it not possible to email a copy of an invoice in a locked period? Clients often request a copy of their invoices, so to have to unlock the periods to do this is such a pain, a waste of time, and creates a risk of forgetting to set the dates back again.

    Please can this be reviewed urgently!

    Also make sure a record of the email being sent is added to the history & notes - not a comment of 'invoice edited' when it hasn't been!

    Clare Wilson supported this idea  · 
  5. 5 votes

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    Clare Wilson supported this idea  · 
  6. 69 votes

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    Clare Wilson supported this idea  · 
  7. 32 votes

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    Thanks for your idea, Sarah - We'll get a sense of the interest here.

    Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this? 

    Clare Wilson supported this idea  · 
  8. 33 votes

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    Clare Wilson supported this idea  · 
  9. 724 votes

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    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. 

    Clare Wilson supported this idea  · 
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    Clare Wilson commented  · 

    Please can you also look into the issue of the history not showing when you email a paid invoice out to a customer - currently it just shows 'edited' and 'INV-XXXX updated' - this is not an audit trail clearly showing when we have sent a paid invoice and to whom it has been sent - we need this tracked in the history, or we need access to an email log area where we could look for it ourselves!

  10. 688 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Clare Wilson supported this idea  · 
  11. 149 votes

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    We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.

    Clare Wilson supported this idea  · 
  12. 391 votes

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    Clare Wilson commented  · 

    As I have just had a case with Support getting me nowhere with an issue we are experiencing, this would be the next best thing to resolve!
    We mostly email customer invoices once payment has been received as their legal VAT invoice for their records - appreciate this isn't the norm, but we still need a record to support that we have issued the invoice to the customer. When you try to email an already paid invoice, you can't see this has happened in the history - it just states 'Edited' in the action field, and then 'INV-XXXX Updated' in the details field. It repeats this twice, but does not show as invoice sent and to what emails it was sent to which is useless!

    Please allow access to an area where we could search by contact to see a record of all emails sent out by Xero.

    Clare Wilson supported this idea  · 
  13. 452 votes

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    Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.

    We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.

    We'll keep you updated of further developments here.

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    Clare Wilson commented  · 

    Agree with Andrew - I don't think making the payments via Xero is the focus - being able to match a payment out of the bank to multiple currency invoices would be the ideal solution.
    We pay all our FX suppliers via Convera, we do daily payments which can be 1 to 50 invoices at a time - it is frustrating when you have multiple currencies as we then have to go into each invoice, mark it as paid, then go and reconcile.
    If we only pay one currency, we are able to select all of the invoices being paid from the reconciliation screen which is a much quicker process.

    Clare Wilson supported this idea  · 
  14. 6 votes

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    Clare Wilson supported this idea  · 
  15. 491 votes

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    Thanks 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…

    Clare Wilson supported this idea  · 
  16. 112 votes

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    Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.

    In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.

    Clare Wilson supported this idea  · 
  17. 338 votes

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    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

    Clare Wilson supported this idea  · 
  18. 26 votes

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    Clare Wilson supported this idea  · 
  19. 397 votes

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    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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    Clare Wilson commented  · 

    We would prefer 'Approve' please!

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  20. 200 votes

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    Clare Wilson supported this idea  · 
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