Settings and activity

1 result found

1. Bills - Apply discounts on accounts payable invoices

   109 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   41 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal will show “includes a discount of ‘x’”

   As we continue to uplift areas of Bills this is a feature that our product team are aware of, and would like to solve for. Though we can’t provide any time frames as yet, we'll keep you updated through this thread as soon as there's movement to share.

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal… more
   An error occurred while saving the comment
   Noelle Bruce commented  ·  21 June, 2024  ·  Edit…  ·  delete…

   This really needs to be implemented. I've been spending tons of time to switch my company over to Xero and just finding out this feature isn't implemented is a huge disappointment and waste of time. Now we'll have to figure out an alternative or some workaround because it is highly impractical to be editing these manually unfortunately (more room for error)

   Save Submitting...
   Noelle Bruce supported this idea  ·  21 June, 2024