Settings and activity
24 results found
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12 votes
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Clare Wilson
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14 votesClare Wilson
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32 votesClare Wilson
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413 votes
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…
An error occurred while saving the comment 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
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359 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Clare Wilson
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50 votes
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?
An error occurred while saving the comment Clare Wilson
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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
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6 votesClare Wilson
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73 votesClare Wilson
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32 votes
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
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37 votesClare Wilson
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763 votes
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
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An error occurred while saving the comment Clare Wilson
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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!
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715 votes
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
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153 votes
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
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405 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
An error occurred while saving the comment 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
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501 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
An error occurred while saving the comment Clare Wilson
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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
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8 votesClare Wilson
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
514 votesThanks 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
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120 votes
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
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346 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Clare Wilson
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26 votesClare Wilson
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Please can this be reviewed - it is really misleading when an invoice is marked as 'paid' - we use reports to work out sales commission, and have to double check if credits have been used to 'pay' an invoice.
If there could be a 'Credited' status, and perhaps a part-credit/part-paid one as well?