Settings and activity
6 results found
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249 votes
Hi community, thanks for sharing the challenges you face around deleting invoices.
Right now in Xero, invoices with a Draft status can be deleted in bulk from the list view - simply select the invoices and you’ll see an option to Delete at the top of the list.
We understand that for many in the thread here you’re referring to the ability to bulk remove invoices that have an approved status(bulk void) and I have just updated the title of this idea to better reflect this.
This isn’t a feature we have planned at this stage, but maybe something we explore longer term as a possible enhancement to the list view. For the time being, while not within the product for those with more technical resources there’s capability via our API that you may like to consider.
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408 votes
Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
Greg Kelly
supported this idea
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10 votesGreg Kelly
supported this idea
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174 votes
An error occurred while saving the comment Greg Kelly
commented
This suggestion have been helpful, but I beleive Xero should handle the Month & Year combination. Lets say I invoice on 20th December 2024, and the Reference in my Invoice needs to say "Software Subscriptions for January 2025".
I can't really use "Software Subscriptions for [Month+1] [Year]"
as 20/12/2024 would be "Software Subscriptions for January 2024"It is important that I have the correct month and year in my Reference and in the Email cover letter.
I have told from Support [Month Year+1] is not supported.
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52 votesGreg Kelly
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70 votes
Totally agree. This is a really painful limitation in Xero, especially after an accidental import or integration issue where you end up with hundreds of invoices to clean up.
Just sharing in case it helps others: I’m a cloud integrator, and I’ve built a bulk clean-up tool (with the help of DataBot and the Xero API) that can void invoices in bulk and also remove/unallocate any payments applied to them. I can run it across a defined time range and use “contains” / wildcard matching on key fields so it only targets the invoices you actually want removed.
If anyone’s stuck doing this one-by-one and wants a safer, controlled way to clean it up, happy to help. Email me at greg@coconutconsulting.com.au