Settings and activity

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1. Xero Tax(AU ) | Business Schedule - Individual Worksheets

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   submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Michael Nealand supported this idea  ·  05 October, 2023

2. Sales Invoices - Combine and hide line items for customers

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   99 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open as it’s something we may be able to revisit in the longer term. We’ll be sure to let you know if there’s any change around this, here.

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open… more

   Michael Nealand supported this idea  ·  29 August, 2023

3. Customer Statements - Add a Pay Now link

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   137 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

   As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

   If you'd be interested in being a part of our early release, please fill out this form.✍️

   While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to confirm when we're opening the release wider.

   Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

   As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

   If you'd be interested in being a part of our early release, please fill out this form.✍️

   While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to… more

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   Michael Nealand commented  ·  25 August, 2023  ·  Edit…  ·  delete…

   I am amazed this isn't already possible.

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   Michael Nealand supported this idea  ·  25 August, 2023