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3 results found

  1. New Invoicing: Choose default calculation type for the discount column

    102 votes
    69 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 commented  · 

    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.

    Louise Hackshaw supported this idea  · 

  2. Invoice Discount Column - Show it on copied-to Bills

    10 votes
    4 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  3. New Invoicing - Remember default settings

    394 votes
    27 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

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    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.

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    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?