Settings and activity
14 results found
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265 votes
Gordon Lyon
supported this idea
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59 votes
An error occurred while saving the comment An error occurred while saving the comment Gordon Lyon
commented
It's worth noting that Xero invoices currently offer this feature from the "three dots" option menu and this would be a perfect place to add this on quotes. Xero could make the quote and invoice menus more consistent in order and wording at the same time. The first three items in the invoice menu are "Edit", "Email", "Get link". For quotes, it calls them "Revise" and "Send" and puts them in different spots in the menu. And of course quotes don't even have a "Get link" option, which is the point of this suggestion. Right now I have to send the quote to myself in email just to get the link!
Gordon Lyon
supported this idea
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An error occurred while saving the comment Gordon Lyon
commented
YES! All of Xero's efforts making nice online quotes are somewhat wasted when it's so hard to get a link to them. This is especially when I'm generating several similar quotes (e.g. 1 year of maintenance, 3 years, and 5 years). I like to just send an email with a list of quotes and links rather than bombard the customers with individual emails. Right now I have to email each quote to myself first and fish out the links. It's inefficient and error prone. All Xero needs to do is add a "share -> get link" feature like invoicing already has.
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157 votes
An error occurred while saving the comment Gordon Lyon
commented
One of my favorite ways to use the quote title and summary field is that I add them to the quote during creation and have my default quote email template set to:
Email Subject: Quote #[Quote Number] - [Title]
Email Body:
[Summary]The attached Quote #[Quote Number] is also available at: [Online Quote Link]
(My name)
(My contact details)That way my quote emails are fully populated from the get-go with the quote title and summary!
I'd love to treat invoices this way too if Xero will just implement title and summary there!
An error occurred while saving the comment Gordon Lyon
commented
I saw that Xero added a new invoicing roadmap (https://central.xero.com/s/article/Xero-new-invoicing-releases) and am disappointed to see that invoice subject and title support isn't listed as a planned feature. Xero has already done the work for Quotes, so please add it to Invoices as well! I tried "Classic Invoicing" today and it doesn't seem to be supported there either, so I don't know why this requests suggests that we can just "manually input the same title and summary" to invoices. There's no field to paste them into!
An error occurred while saving the comment Gordon Lyon
commented
We use Xero's title and summary in every single quote to give important details specific to that order but not to any single line item. But Xero doesn't provide anywhere to put important order-specific or summary information like this on invoices. And the alternatives are ugly kluges:
* Adding these details to a description only item-line confuses customers and looks unprofessional since it's not a line item.
* Adding this to the email subject/text means it is lost when customers just pass around the PDF or view the invoice web link. And it's not saved with the invoice, so it's also lost when we try to resend the invoice or view it later.Note that there is also an extremely popular Xero feature request for flowing Quote title and summary through to sales invoices. That's important too, but it's a second step. Invoice titles and summaries need to be supported in the first place before they can flow through. So I hope Xero will keep (and then implement!) both of these separate requests.
An error occurred while saving the comment Gordon Lyon
commented
I wish Xero (who created this feature request in 2015) would update the title and description. This won't just "save users' time rather than having them manually input the same title and summary". Titles and summaries aren't offered AT ALL in new invoicing. So there's no manual workaround. I tried creating a separate feature request for ADDING title and summary to invoices. That's the critical first step before they can add the flow-through-from-quotes feature, but Xero deleted it as a "duplicate" of this one.
An error occurred while saving the comment Gordon Lyon
commented
Quotes include handy and prominent "Title" and "Summary" fields which we use on every single one to provide important individualized details to the customer that is not related to an individual line item. The details appear prominently at the top of the quote and I use the email template feature to put them in the email subject and body as well. But new invoicing has no similar functionality. I have to either shoehorn the info into one of the line items (where it doesn't belong) or in some cases I've even added accounting codes and such to the recipient's "address". I can put it in the email body, but sometimes I have to submit just a PDF. And the email text doesn't show in the online quote page either. It's also lost as soon as you hit "send" rather than being saved with the invoice.
Please add invoice title and summary fields, and make them flow through when converting quotes to invoices. Thanks!
An error occurred while saving the comment Gordon Lyon
commented
Today I was again reminded about this glaring deficiency when a company asked me to send an invoice including some accounting codes for their A/P department on the invoice. This would be easy if invoices had a title and summary like quotes do. In fact it would be AUTOMATIC in that case since the quote I sent them already had this information in the summary. Instead I'll have to shoehorn the codes into one of the invoice line items or maybe as part of the company "address". Either way will look completely unprofessional. Also the title/text of this idea (which was submitted by Xero Team) makes it sound like invoice titles/summaries already exist and just require manual copying. Maybe the old invoicing system had them?
Gordon Lyon
supported this idea
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An error occurred while saving the comment Gordon Lyon
commented
Happy new year! We've been waiting on this since 2015, but I'm hoping this is the year that Xero implements this critical suggestion! The suggestion text says it's "to save users’ time rather than having them manually input the same title and summary", but it's much more than that. Invoices don't currently allow titles and summaries at all!
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75 votesGordon Lyon
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10 votesGordon Lyon
supported this idea
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156 votes
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…An error occurred while saving the comment Gordon Lyon
commented
One reason many Xero users resort to description-only lines is that Xero new invoicing is inexplicably missing the title and summary lines have long been supported in quotes. So when I convert a quote to an invoice, I don't have any proper place for the order-specific details I had in the quote summary. So I stick them in a description-only item line. It's hideously ugly and unprofessional, but Xero isn't providing any better option. Please add title and summary support to your New Invoicing roadmap! These fields are already there and working perfectly in quotes.
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243 votes
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.There are really important reasons why we must go forward with sunsetting classic invoicing…
An error occurred while saving the comment Gordon Lyon
commented
Thanks for the response, but the Xero new invoicing page doesn't mention the title and summary features that you already support for quotes. Are those planned at all? There's currently no good place to put key notes specific to that invoice. Users have been clamoring for this since the existing options are poorly suited:
* We can shoehorn a description-only field to the line-item table, but that kludge solution looks really unprofessional.
* We can add it to the email text, but then it's lost when people pass around just the PDF or visit the URL. And if we resend the invoice, we need to remember to add those details back on.
Please consider adding title and subject support to the new Invoice roadmap. It could work just like quotes! In fact it should flow through from quote when we convert them to invoices. -
16 votesGordon Lyon
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45 votesGordon Lyon
supported this idea
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403 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Gordon Lyon
supported this idea
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192 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Gordon Lyon
supported this idea
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303 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Gordon Lyon
commented
This would be great! For example I have a large enterprise customer who asks that invoices not even be sent near the end of the quarter as they work to close the books. I think it's a dumb policy, but a delayed send feature would help me accommodate it better. And there are many other cases where I need to send the invoice on a particular day and would like to set it up in advance.
Gordon Lyon
supported this idea
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261 votes
An error occurred while saving the comment Gordon Lyon
commented
Yes, please! This can be useful for payment instructions, terms & conditions, etc. An option to append attachments to the invoice PDF itself would be nice too. Some of my customers want everything to be on the invoice itself and can't handle multiple PDFs.
Gordon Lyon
supported this idea
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17 votes
An error occurred while saving the comment Gordon Lyon
commented
This would be really useful! A lot of time and effort is wasted when we have to receive the accept notification, press the "convert to invoice" button ourselves, and then resend it. By then the customer's payment momentum may have been lost. The accept button should convert to an invoice and take the customer straight to the invoice or even the payment screen.
Gordon Lyon
supported this idea
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Another reason this would be useful is that the quote emails sent by Xero don't always come quickly. As I type this, I'm sitting around reloading my email inbox waiting for a quote to show up just so I have the link to send to the customer. If this was an invoice, I would have just used the "Get link" option and been done.