Settings and activity
7 results found
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719 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
Michael Jerdin
supported this idea
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290 votes
Thanks for the response and continued support in this idea, everyone.
Work for partial billing of a purchase orders is taking shape. ✨
To give a taster of what this'll look like - when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill, and your Approved purchase order will show the amount of each item Billed.
I'll come back to share as soon as the feature begins roll out!
Michael Jerdin
supported this idea
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131 votesMichael Jerdin
supported this idea
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An error occurred while saving the comment -
6 votesMichael Jerdin
supported this idea
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32 votes
Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
Michael Jerdin
supported this idea
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28 votes
Hi Gloria, could you give detail on what is missing in the packing slip that doesn't quite suit your clients needs here?
Michael Jerdin
supported this idea
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97 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.
Michael Jerdin
supported this idea
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Delivery notes that track split PO's which are uploaded following customer signature receipt of partial or full delivery of goods - not a warehouse picking slip!
I'm new to Xero and stunned that this functionality is not already within the software. Surely I am not alone here?
My business frequently receives a purchase orders from customers which may have from 1 to 100 line items for example. Some of these line items are available for immediate delivery whilst others could be several weeks in manufacture or delays with back orders etc. I would welcome the ability to create a delivery note for a partial delivery, mark the delivered items as delivered and an option to upload a signed delivery note for future reference should invoice queries occur. Having visual indication inside Xero that a PO is non-started or in-process or even a percentage completed would be ideal.
I really don't want to commit to another third party software to tackle these shortcomings that I hugely overlooked with Xero!
Please consider this basic function request that I'm sure many people want/need daily to run their businesses.