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284 results found

  1. Sales Invoice | Advanced template - Merge field to show applied credit

    8 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Tiarna Nouwland supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    218 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

    Tiarna Nouwland supported this idea  · 

  3. Sales Invoices - Field for Customer's Purchase Order Number

    181 votes

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    84 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.


    At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.


    It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.


    In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here. 

    Tiarna Nouwland supported this idea  · 

  4. Invoices - Reuse invoice number if voided

    147 votes

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    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
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    Tiarna Nouwland commented  · 

    This feature should be a given

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