Settings and activity
5 results found
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159 votes
Hi team, we appreciate you continuing to share with us through this idea.
We’re now in development of a related quote-based workflow: Where your business will be able to set a deposit on a quote, and when it’s accepted, Xero will automatically create the deposit invoice and gives the customer an online way to pay.
Being open this feature will be triggered by an accepted quote; it doesn’t add a standalone proforma document or payments against a draft invoice.
While this is only with a limited small group of users at the moment, we’ll keep you updated on wider rollout, which will come in the new year.
An error occurred while saving the comment 
Nicholas Rose
supported this idea
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An error occurred while saving the comment Nicholas Rose
commented
I was told by XERO Admin to add my comment of June here:
We absolutely need a PROFORMA option just like you have a QUOTE
The quote is useless as a PROFORMA as a proforma has to have everything on it just like it was an invoice, but without being an invoice.
I have a half dozen odd invoices that have never been proceeded with by the customer so now they all have to be deleted and leaves gaps in invoice numbers.
This is so fundamental to running a business.
Once someone has paid it you press a link to turn it into an invoice - because that was a proforma is - it ensures you get the money first before you raise an invoice and send them the goods or services along with the invoice.
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106 votesNicholas Rose
supported this idea
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An error occurred while saving the comment Nicholas Rose
commented
This is now 6 years since someone kindly asked for this to be done. It is not rocket science and is incredibly annoying every time annoying to have to open an email, scroll down, click on a link, choose 1 of 2 options, click on that, then click on the download section of the browser to select which one you want to open, then click on that - and finally press print.
And if you have several companies or more, you have to repeat all of that for each one, every month.
So PLEASE stop messing around XERO engineers, and just add our subscription invoices as PDF attachments and make all millions of your users happy.
An error occurred while saving the comment Nicholas Rose
commented
This is now 6 years since someone kindly asked for this to be done. It is not rocket science and is incredibly annoying every time annoying to have to open an email, scroll down, click on a link, choose 1 of 2 options, click on that, then click on the download section of the browser to select which one you want to open, then click on that - and finally press print.
And if you have several companies or more, you have to repeat all of that for each one, every month.
So PLEASE stop messing around XERO engineers, and just add our subscription invoices as PDF attachments and make all millions of your users happy.
An error occurred while saving the comment Nicholas Rose
commented
Include the XERO monthly subscription invoice as a PDF attachment in the email I get. Simple.
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5 votes
Thanks for the confirm, Lucy. As you've noted in Xero we don't have a transaction type for proforma bills that sits between the Purchase order and bill creation.
Right now, the best option would be to look at creating a supplier prepayment that can then be applied to the bill once that is entered.
Unable to say if this is a transaction type that your payments system would be able to integrate with - this may be something to engage them about. 🙂
We don't have any plans for developing a proforma bill in the near term but will get a better sense of the interest and keep you updated here.
An error occurred while saving the comment Nicholas Rose
commented
We absolutely need a PROFORMA option just like you have a QUOTE
The quote is useless as a PROFORMA as a proforma has to have everything on it just like it was an invoice, but without being an invoice.
I have a half dozen odd invoices that have never been proceeded with by the customer so now they all have to be deleted and leaves gaps in invoice numbers.
This is so fundamental to running a business.
Once someone has paid it you press a link to turn it into an invoice - because that was a proforma is - it ensures you get the money first before you raise an invoice and send them the goods or services along with the invoice.
Nicholas Rose
supported this idea
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391 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
Nicholas Rose
supported this idea
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An error occurred while saving the comment Nicholas Rose
commented
If you have two or more companies (organisations) in a multi-organisation package, the e.g. invoice emails sent to customers go from the login-email.
This is unprofessional, as if the login email address to XERO is for Company 1, when Company 2 sends out an invoice by email, it goes from Company 1's email address.
This is such an obvious fault, I do not understand why XERO has not addressed this.
XERO has told me that to resolve this, I should have two complete separate accounts, and lose my 5% discount. However, this is not acceptable, as I would have to logout then login every time I want to change accounts
There must be tens of thousands of users who use multi-organisational XERO, so I urge all of you to VOTE on this idea.
Thank you.
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23 votes
Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.
For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.
Nicholas Rose
supported this idea
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Xero is on a downhill spiral because they are more keen about updating how the software looks and AI rubbish, than getting the basics right.
If you really want to make a difference, post a TrustPilot review like I did, then you get a Xero rep who will spend an hour with you screen sharing and you can tell them the basics that need repairing. If you all post genuine TrustPilot reviews they might start taking note.
https://uk.trustpilot.com/reviews/6abcb8baf81abcee9b7e96b2