Settings and activity

2 results found

1. New Invoicing - Reset to Default Due Date option

   157 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   31 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.

   Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.

   Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.

   When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up to apply to the invoice. In this case you'll need to manually update the Due Date once you've edited the Issue date.

   I'll round back to confirm where the team land with their review of this behaviour.

   Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.

   Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.

   Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.

   When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up… more

   An error occurred while saving the comment
   Melanie Birch commented  ·  21 March, 2024  ·  Edit…  ·  delete…

   It is beyond me how no-one thought that one of the suggested Due Dates should be Invoice Date + 30 days (or whatever the default is for that customer).

   It's like "New Invoicing" has been invented from scratch, omitting features that have been added to "Old Invoicing" throughout its life.

   Save Submitting...
   Melanie Birch supported this idea  ·  21 March, 2024

2. Sales Invoicing - Automate 'send me a copy' on invoices

   105 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  59 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Melanie Birch supported this idea  ·  19 March, 2024