Settings and activity
31 results found
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7 votes
It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct?
Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record.
Julia Rebhan
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19 votesJulia Rebhan
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857 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Julia Rebhan
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95 votes
An error occurred while saving the comment Julia Rebhan
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418 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
Julia Rebhan
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194 votes
An error occurred while saving the comment Julia Rebhan
commented
This is being asked for regularly by customers who will regularly not accept statements by pdf anymore.
An error occurred while saving the comment Julia Rebhan
commented
This is requested by customers more and more. I know it is possible to create a receivable invoice summary report, filtered by customer and by status, but it isn't branded in the same way and leaves margin for error in the filtering.
Julia Rebhan
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14 votes
An error occurred while saving the comment Julia Rebhan
commented
Agreed! I can't send a reminder for a sales invoice from a locked period, but expenses can be created in a locked period??
Julia Rebhan
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37 votes
An error occurred while saving the comment Julia Rebhan
commented
The really irritating thing is that the link does exist- you can just click on edit billable expense and see the bill it is linked to....UNTIL you mark the invoice is paid and then the ability to see it disappears and you just have the useless note that it was a billable expense. The only way to find your way back to the original bill is to remove the payment.
Julia Rebhan
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210 votesJulia Rebhan
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53 votesJulia Rebhan
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16 votes
An error occurred while saving the comment Julia Rebhan
commented
Really frustrating that the first invoice you send will be correct, because you can set the discount to an amount, but when you repeat the invoice it has to change to a percentage, so subsequent invoices will be different to the original because of rounding. I can't overcharge the client so we have to miss out on the pennies difference, which over hundreds of invoices, repeated monthly, adds up to wasted money, and as said below looks unprofessional.
Julia Rebhan
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52 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 Julia Rebhan
commented
Just sharing this here as a workaround that I've tested this morning by cc'ing myself and it works- email from the invoices awaiting payment screen - not perfect, but it works for now. Thank you Katharine!
https://central.xero.com/s/question/0D5Uv00000KecG0KAJ/invoice-reminders-and-locked-periodsAn error occurred while saving the comment Julia Rebhan
commented
This is a basic credit control function. Surely the functionality of classic invoicing was reviewed to assess which features should not be removed?
Also, I have found another request for this and there are probably others, so the votes aren't a real reflection of how many people are affected by this. https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48220451-cant-send-reminder-invoices-when-the-accounts-are
This isn't new business idea, it's a critical function that should never have been missed off new invoicing in the first place!Julia Rebhan
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5 votes
An error occurred while saving the comment Julia Rebhan
commented
Is there any update on this? Currently there is one notification that pops up that says the document can't be edited because it is in a locked period (clearly we're not actually trying to edit the invoice itself just the record associated with it), but then underneath is another notification saying 'invoice sent'. Nothing appears in the notes, so I have to assume it hasn't sent, but if it has, I am going to really annoy my customer by sending another reminder once I've unlocked the period to send it.
Julia Rebhan
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36 votes
An error occurred while saving the comment Julia Rebhan
commented
I'm sure this used to be a functionality?
Am I right that the only way to view the aged debtors and then send statements is to click on the customer, then click on one of the invoices, then click the contact and then send a statement? That's very long winded.
Obviously we used the aged report to choose who needs a follow up. The contact screen only tells us they're overdue, which could be a day or a month, so it doesn't give enough information for good credit control.Julia Rebhan
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10 votes
An error occurred while saving the comment Julia Rebhan
commented
It's bizarre to not include the net column as default. When you're running the report to get a breakdown of the P&L value, you naturally want the Net column so it agrees back to P&L!
Julia Rebhan
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9 votesJulia Rebhan
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An error occurred while saving the comment Julia Rebhan
commented
This would be really useful. To add the payment from the invoice requires several extra clicks to be able to add a document -even if it gave the option to view payment, rather than just view invoice after saving, that would be better
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6 votesJulia Rebhan
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3 votesJulia Rebhan
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20 votes
An error occurred while saving the comment Julia Rebhan
commented
Agree that in particular it would be really useful to add the bank statement to a published bank rec
Julia Rebhan
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48 votesJulia Rebhan
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This would be so helpful! I always create batch deposits against customer remittance advice, but when you come to reconcile you can't search for the batch by customer name