Settings and activity
3 results found
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104 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
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Louise Hackshaw
supported this idea
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10 votes
Appreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
Louise Hackshaw
supported this idea
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402 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
An error occurred while saving the comment Louise Hackshaw
commented
Hi. I'm curious about the % discount feature. This doesn't seem to be working. It is set in the client profile, but I am still having to manually adjust each line.
An error occurred while saving the comment Louise Hackshaw
commented
Hi. I'm curious about the % discount feature. This doesn't seem to be working as it does in the classic setting. A percentage is set in the client profile, but I am still having to manually adjust each line.
Am I doing something wrong?
Why does the old % default only work in Classic invoicing?
We have %s loaded by client but these are not transferring to the invoices, which means discounts can only be added line by line. Really tedious.