Settings and activity
7 results found
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14 votes
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Yvette Woodall
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310 votesYvette Woodall
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253 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Yvette Woodall
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An error occurred while saving the comment Yvette Woodall
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Please allow us to use Xero links sent from Suppliers to "Log in to save invoice as a credit note" just like we can bills, I am sure we used to be able to.
Sometime credit notes are completely different to the invoice you are applying it against and why type all the information when it could be saved exactly like bills can with Xero links. -
15 votesYvette Woodall
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102 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Yvette Woodall
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620 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.
Yvette Woodall
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Yvette Woodall
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Give us more than 24 hours for classic invoice before switching us back.
We (everyone who uses xero) do not like it, it does not work and I will not use it.
Having to select to use classic invoicing is a pain in the a$$ and a waste of time and clicks.
I am sure a lot of people / users would agree.
If we want to use classic, let us use classic and stop flicking us back, we can use the switch back to new if we want too, which we do not.
Plus bring back the pop up to view attached invoices instead of distorting the screen.