Settings and activity

6 results found

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

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   257 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

   Carla Ruble supported this idea  ·  22 October, 2024

2. Projects - Ability to import to projects

   215 votes

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   60 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.

   While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.

   Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.

   Carla Ruble supported this idea  ·  15 May, 2024

3. Billable Expenses - Assign to repeating invoices

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Carla Ruble shared this idea  ·  15 May, 2024

4. Projects - Assign repeating invoice to a project

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   submitted  ·  68 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Carla Ruble supported this idea  ·  15 May, 2024

5. Billable Expenses - Add Project Billable Expenses to Draft Invoices

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   submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Carla Ruble supported this idea  ·  15 May, 2024

6. Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms

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   submitted  ·  58 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Carla Ruble supported this idea  ·  08 December, 2022