Settings and activity

5 results found

1. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

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   Phill Berry commented  ·  Feb 12, 2024  ·  Edit…  ·  Delete…

   It's been a while, assuming those technology upgrades might be finished and you can work on this now?

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   Phill Berry supported this idea  ·  Feb 12, 2024

2. Notifications - Email/notification when items are Awaiting Approval in Xero

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   submitted  ·  118 comments  ·  For small businesses » Settings & user roles  ·  Delete…  ·  Admin →
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   Phill Berry commented  ·  Jan 11, 2024  ·  Edit…  ·  Delete…

   Absolute must for small businesses, larger businesses might have someone working in Xero daily, whereas like myself just starting out, we have to login each day just to check if there are any invoices waiting to be approved.

   Either email or maybe a push notifiction in the app would be really useful!

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   Phill Berry supported this idea  ·  Jan 11, 2024

3. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

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   38 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
   We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
   We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

   Phill Berry supported this idea  ·  Jan 7, 2024

4. Reporting - Report that shows Repeating Invoices

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   submitted  ·  72 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   Phill Berry supported this idea  ·  Dec 30, 2023

5. Projects - Assign repeating invoice to a project

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   submitted  ·  54 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Phill Berry commented  ·  Dec 28, 2023  ·  Edit…  ·  Delete…

   I am shocked that this functionality isn't available, I've just moved to Xero being highly recommended by others, but without this it feels like a backwards step :(

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   Phill Berry supported this idea  ·  Dec 28, 2023