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648 results found
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45 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
Tiarna Nouwland
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66 votes
Hi team, you'll have seen that we have introduced a new Invoice template editor that will soon replace the Standard branding in organisations.
While fonts are limited at present, and we don't have intentions of developing the ability to support every font imaginable our product team are very interested to know if there are specific font's your business would typically use and like to see added.
Please do share in this thread and I'll keep you updated if further options are added to the new Invoice template editor.
Tiarna Nouwland
supported this idea
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49 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
Tiarna Nouwland
supported this idea
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60 votesTiarna Nouwland
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65 votes
Thanks for adding your support and feeding back on your needs in this idea, everyone.
While we understand how multiple sections with separate subtotals could make it easier to present options clearly and avoid sending several quotes to the same customer, we want to be upfront that this is not something we have development plans for in the near term.
Right now, a couple of options to add structure would be to use description-only lines as section headings within a quote. Alternatively, attaching separate documentation that accompanies your quote and depicts the breakdown.
We understand this isn't the ideal solution you're after here but may help some present quote details more clearly.
Another option is to explore our ecosystem apps to see if there's a service that can accommodate your full quoting needs.
Tiarna Nouwland
supported this idea
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58 votes
Hi everyone, thanks for your interest and feedback on this idea.
While we understand this capability was previously available, we want to be transparent that there are no plans in the near term to support connecting multiple Stripe accounts to a single Xero organisation.
If anything changes in future, we’ll be sure to share an update here.
Tiarna Nouwland
supported this idea
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68 votes
Hi community, we appreciate the support in this idea and apologise for not engaging here sooner. Thanks for sharing how important this workflow is for your business.
Our current deposits release is focused on approved invoices, where a business can request an upfront deposit and then collect the remaining balance later on that invoice.
However, we know for some businesses this needs to begin earlier from the quote stage. While we consider how we might expand deposits in the longer term we want to be upfront that converting a quote to a deposit and remaining amount invoice isn’t in the roadmap as yet.
We’ll keep this idea updated as there’s more to share on the future of deposits with Xero.
Tiarna Nouwland
supported this idea
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60 votes
Hi everyone, thanks for your feedback on sending statements from the mobile app. We appreciate you sharing how important this is for managing your business on the go.
The product team have reviewed this idea and we're updating the status to Accepted, which means it's an idea they would like to explore, but it isn't currently on the roadmap. We'll keep you updated as things progress.
Tiarna Nouwland
supported this idea
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60 votes
Hi team, apologies it's taken some time for us to round back here. While work was started on supporting Afterpay things have changed in this space and we no longer have direct plans for developing supporting Afterpay as a Buy Now Pay Later payment method.
Right now, for US, CA, UK and NZ there is the ability to offer Klarna as a BNPL method through Stripe which you can find out more about setting up in Xero Central.
If plans change in the future and this gets picked back up I'll be sure to come back with another update for you here.
Tiarna Nouwland
supported this idea
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67 votes
Hi team, we thoroughly appreciate the feedback we've received from our community here.
I want to share that our product team have made a recent change for the banner that you receive in invoicing, so now if you choose to 'dismiss' this it'll be permanent and the banner will no longer appear.
We want to be open that we don't have any plans to provide the ability to turn off online payments for an organisation completely.
Tiarna Nouwland
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123 votesTiarna Nouwland
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146 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
Tiarna Nouwland
supported this idea
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206 votes
💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.
We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.
We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.
Thanks again for taking the time to share your thoughts and support here.
Tiarna Nouwland
supported this idea
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538 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Tiarna Nouwland
supported this idea
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54 votes
Hi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.
Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.
We'll continue to track the interest for this idea and share if there's any change planned.
Tiarna Nouwland
supported this idea
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52 votesTiarna Nouwland
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68 votes
We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
Tiarna Nouwland
supported this idea
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70 votes
Hi community, circling back on this idea we want to be upfront that we don’t have plans in the near term to add Description as a column in the Invoice list.
That said, we really appreciate everyone who shared their use cases, and our new JAX tool may help with many of these needs.
With JAX, you can ask questions about your invoices, such as:
- “Show me invoices from the last 30 days that include <product or description>”
- “Summarise my last 20 invoices in a table, including a summary of the product and/or description for each line item”
While we’re not planning to add this field directly to the Invoice list, I’d really encourage you to give JAX a try and see whether it helps achieve what you need here. Thanks
Tiarna Nouwland
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67 votesTiarna Nouwland
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152 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
Tiarna Nouwland
supported this idea
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