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  1. Invoice Settings - Ability to create multiple numbering sequences

    65 votes

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    submitted  ·  25 comments  ·  For small businesses » Business features  ·  Admin →
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    Philip Dew commented  · 

    When recurring invoices are automatically generated, they use the sequential numbering from the active invoices.
    This is never in the sequence that is needed for invoices that are generated in another application and then imported or manually entered into Xero.

    I would like to have the recurring invoices have a templated invoice number instead of a live number. If that number proforma could be user editable, that would be an advantage.

    I'm thinking that TMP-{inv no}, or {inv no}-TMP or similar would work, then when the draft is edited to be a live invoice, the invoice number field can be typed over without having to edit EVERY draft invoice number before making them live invoices because doing that is very time consuming.

    Philip Dew supported this idea  · 

  2. New invoicing - Issue date end of last month

    7 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Philip Dew supported this idea  · 

  3. New Invoicing - Show stock level when adding a Tracked inventory item

    167 votes

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    134 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for your contribution and sharing with us on your use of being able to see levels of stock when invoicing. Right now, our team are developing improvements to the line item grid in new invoicing, where you enter detail of your invoices. This work also involves providing visibility of your tracked inventory stock on hand so you know how many items you have to sell.

    For now we'll move to working on it and I'll keep you updated of when this is released in new invoicing.

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    Philip Dew commented  · 

    When a draft invoice has a stock item selected as a line item, and that item has quantity tracked, you should show the current Stock On Hand quantity (perhaps in a pop-up bubble) either when it is selected, or when the quantity is entered on the draft invoice so that you know in advance if you have enough of that item in Xero.
    At the moment, there is no indication and when the invoice is approved it simply reverts to draft WITHOUT advising WHY. If there are 10 line items EACH ONE needs to be checked until the culprit is found which is frustrating and time-wasting.

    Philip Dew supported this idea  ·