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  1. Invoicing - Add Payment details on invoice screen

    342 votes

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    63 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

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    Nicole Oberholzer commented  · 

    When allocating payments you struggle to see the original invoice date and they default the payment date to todays date. Also the struggle with the credits calculating as you type and not calculating after the value has been entered is so annoying.

    Nicole Oberholzer supported this idea  · 

  2. Customer Statement - Automated statements for contacts

    490 votes

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    118 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

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    Nicole Oberholzer commented  · 

    This would be such a big help, especially for monthly invoicing. What would be great if they can include a balance of account when invoices are sent out.

    Nicole Oberholzer supported this idea  ·