Settings and activity
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1 vote
Appreciate users may read this message differently, Nicola. We're listening to feedback about the new Homepage closely so we'll begin to get a gauge of others that find this confusing here.
Nicola Hastings
shared this idea
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4 votes
Hi Laura, thanks for putting this forward.
Having a quicker way to access overdue invoices would certainly make daily credit control more efficient and help you stay on top of cash flow.
In the meantime, you can select the “Overdue” section within the Invoices owed to you widget on the dashboard to jump straight to those invoices. If you open an invoice from that list, using your browser’s back arrow will return you to the same overdue view. Another option is to open invoices in a new tab so the overdue list remains open in the original tab.
I’ve moved this idea to Gaining Support so we can capture interest and share with the product team how useful a dedicated shortcut would be.
Nicola Hastings
supported this idea
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53 votes
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Nicola Hastings
supported this idea
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45 votes
Nicola Hastings
supported this idea
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32 votes
Nicola Hastings
supported this idea
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Just started with xero and can't believe how poor quality and unprofessional looking the PDF/print version of the invoices are. I had beautiful standard invoices in freshbooks and would love to be able to replicate that in xero. I feel very unprofessional sending the pdf invoices from xero.
- Needs more basic branding options, simply being able to add your brand colour that is applied to bold text headings and top table border lines would be better.
- More up to date layout of the logo, business address, and invoice details. Amount due should be at the top, due date should be at the top.
- Remove the HORRID giant INVOICE / STATEMENT word from the top that is a waste of space. Should at least be smaller and sit nicely in line with the rest of the invoice details.
- Easier option for editing and making custom templates that does not involve word docx. I do not have a copy of word, nor do I wish to purchase it in order to make simple changes to make an invoice look more professional and on-brand. I also do not wish to hire someone to make these changes on my behalf.