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13 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
kelly zhen
shared this idea
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55 votes
An error occurred while saving the comment kelly zhen
supported this idea
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26 votes
Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms…
kelly zhen
supported this idea
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17 voteskelly zhen
supported this idea
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79 votes
Hi team, work for negative inventory is well in development and we really value all of your inputs here as we've picked into how we solve the needs of backorders in both the purchase and sales flows.
We look forward to being able to share more updates soon with detail of how this works within your Xero organisation. Thanks!
kelly zhen
supported this idea
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30 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
kelly zhen
supported this idea
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26 votes
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.
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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1,353 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
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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70 voteskelly zhen
supported this idea
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155 votes
Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
kelly zhen
supported this idea
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414 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
kelly zhen
supported this idea
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89 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
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Please add the ability to search and filter invoices and transactions using a Unique Account Number assigned to each customer.
This option for sales invoices search and bank reconciliation- find & match.
Many businesses have customers with similar or identical names (for example chain stores, franchises, or retailers with multiple branches).
Currently, searching invoices is limited to:
• Customer name
• Invoice number
• Reference
This causes problems because:
• Invoice numbers are hard to remember
• References are inconsistent
• Similar customer names create confusion
• Staff may select the wrong customer during reconciliation
Please allow searching invoices and reconciliation by Unique Account Number assigned to each customer. This would help businesses with similar customer names find invoices faster and avoid mistakes.