Settings and activity
7 results found
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22 votes
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kelly zhen
supported this idea
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An error occurred while saving the comment kelly zhen
commented
Currently, the subtotal shown on invoices reflects the discounted amount, and credits are only noted as available. I propose the following enhancements to improve transparency and usability:
Display Pre-Discount Subtotal:
Add a line that shows the original subtotal before any discounts. This helps both sellers and customers clearly see the value of discounts applied.Final Total Should Reflect Discounts and Applied Credits:
The "Total" at the bottom should reflect the final amount after discounts and credits have been applied. This makes it clearer for customers to understand what they are paying.Line-by-Line Discount Display:
On the invoice line items, display both:The original unit price
The discounted unit price
This makes it easier to track how much discount was given per item and avoids manual calculations.These improvements would not only streamline reconciliations and credit applications, but also improve clarity for customers, especially for those receiving volume-based discounts or partial credits.
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11 votes
An error occurred while saving the comment kelly zhen
commented
I really need this feature urgently. Right now, I have to either use a calculator or issue a credit note from the original invoice, then go back and remove the credit note so it can be applied to the customer's next invoice instead. This is because not all customers want their credit applied to the original invoice, especially if they’ve paid in advance, and once the transaction is reconciled, I can’t make any edits.
We also offer discounts when customers reach a certain order volume. If there are missing items, I have to issue a credit note, but the system only allows it at the original price. For clients who received a discount on the original invoice, I’m forced to calculate the correct credit manually, line by line, which is very time-consuming.
I’m surprised this feature has so few votes, it’s absolutely critical for anyone managing customer credits and discounts efficiently.
kelly zhen
supported this idea
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1,238 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment kelly zhen
commented
I switched from Sage to Xero because I find Xero more straightforward and user-friendly. However, Sage offers more features, like the ability to assign multiple shipping addresses to a single contact. This is important for me because I have clients with multiple branches, and my driver often gets confused about the correct delivery address. I currently have to handwrite the address on the delivery slip, which is time-consuming.
kelly zhen
supported this idea
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56 voteskelly zhen
supported this idea
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137 votes
Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.
As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.
kelly zhen
supported this idea
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395 voteskelly zhen
supported this idea
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72 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
kelly zhen
supported this idea
·
Currently, the subtotal shown on invoices reflects the discounted amount, and credits are only noted as available. I propose the following enhancements to improve transparency and usability:
Display Pre-Discount Subtotal:
Add a line that shows the original subtotal before any discounts. This helps both sellers and customers clearly see the value of discounts applied.
Final Total Should Reflect Discounts and Applied Credits:
The "Total" at the bottom should reflect the final amount after discounts and credits have been applied. This makes it clearer for customers to understand what they are paying.
Line-by-Line Discount Display:
On the invoice line items, display both:
The original unit price
The discounted unit price
This makes it easier to track how much discount was given per item and avoids manual calculations.
These improvements would not only streamline reconciliations and credit applications, but also improve clarity for customers, especially for those receiving volume-based discounts or partial credits.