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1. Sales Invoices - Bulk assign lines to Project/customer

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   submitted  ·  16 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Tiarna Nouwland supported this idea  ·  11 November, 2024

2. Projects: Allocate to projects when bulk importing invoices

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   submitted  ·  6 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Tiarna Nouwland supported this idea  ·  11 November, 2024

3. Projects - Assign bills to closed Projects

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   4 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.

   Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.

   Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.

   Tiarna Nouwland supported this idea  ·  11 November, 2024

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

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   submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Tiarna Nouwland supported this idea  ·  11 November, 2024

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

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   254 votes

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   121 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   While Quotes and Invoices have historically evolved separately, we’re taking a more holistic view of how these connected steps work together and where we can improve the experience. Our goal is to make it easier for customers to move from quote to invoice with less friction over time.

   We will keep you informed of any progress around this that can help solve the needs shared in this idea. Thanks

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   … more

   Tiarna Nouwland supported this idea  ·  11 November, 2024

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

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   219 votes

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   105 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.

   We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.

   While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.

   Tiarna Nouwland supported this idea  ·  11 November, 2024