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33 results found

  1. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    84 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Tanya McGrath supported this idea  · 

  2. New Invoicing - Add Payment details on invoice screen

    111 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Tanya McGrath supported this idea  · 

  3. New Invoicing - Typeable dates in Date fields

    139 votes

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

    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

    Tanya McGrath supported this idea  · 

  4. Navigation - Freeze or make sticky to save scrolling

    90 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    Tanya McGrath supported this idea  · 

  5. New Invoicing - Hide detailed summary on email

    138 votes

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    submitted  ·  25 comments  ·  For small businesses » Business features  ·  Admin →
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    Tanya McGrath supported this idea  · 

  6. New Invoicing - Remember default settings

    174 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Tanya McGrath supported this idea  · 

  7. New invoicing - Add lines button

    230 votes

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    submitted  ·  18 comments  ·  For small businesses » Business features  ·  Admin →
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    Tanya McGrath supported this idea  · 

  8. Batch payments - Ability to include credit notes

    638 votes

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    submitted  ·  62 comments  ·  For small businesses » Business features  ·  Admin →
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    Tanya McGrath supported this idea  · 

  9. New Invoicing - Option to switch Autosave off

    139 votes

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    submitted  ·  26 comments  ·  For small businesses » Business features  ·  Admin →
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    Tanya McGrath supported this idea  · 

  10. New Invoicing - Reduce the amount of empty space on screen

    203 votes

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

    Hi community, following on from my recent update we have a design for a new layout and we'd really like to get your feedback on this to help the team's work on improving the experience in new invoicing. They are also looking to interview a small pool of users for their research, too. 

    If you'd like to be involved, please use the form here ✍️to add your details and the team will be in touch. 

    We appreciate all your feedback on how we can make things better for you when working in Xero. I'll come back to share any outcomes with you all surrounding this. 

    Tanya McGrath supported this idea  · 

  11. New Invoicing - Add new Tracking option

    194 votes

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

    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

    Tanya McGrath supported this idea  · 

  12. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    225 votes

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

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Tanya McGrath supported this idea  · 

  13. New Invoicing - Keep the previous Contact when using Copy

    327 votes

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

    Thank you everyone for continuing to connect with us on this, here. We know this is an important feature for many of our customers, and I can confirm that work is under way to develop the ability to copy the contact across to a new draft invoice when using the Copy to feature in new invoicing. 

    We'll shift the idea across to working on it and I'll be back to share when it's live for you to all start using. 😊

    Tanya McGrath supported this idea  · 
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