Settings and activity
19 results found
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9 votes
Just Clean Protein Inc
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3 votes
Hi Scott and Janine, thanks for sharing your feedback here.
We understand why having the ability to customise invoice column order could make invoicing workflows easier, especially for teams that process a lot of invoices or follow a specific data entry process.
This idea is suggesting the ability to rearrange invoice columns directly within the invoice screen, allowing businesses to set up the layout in a way that better suits their workflow.
We’ll continue to track feedback and interest around more flexible invoice layouts.
Just Clean Protein Inc
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69 votesJust Clean Protein Inc
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5 votesJust Clean Protein Inc
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3 votes
Thanks for sharing your idea.
For now, the closest thing we have is to use the Receivable/Payable Invoice Detail (or Summary) reports.
You can use the Filter option on Source, to only show credit notes. However, the existing reports don't show the invoices/bills they're allocated to.
It's now up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Just Clean Protein Inc
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18 votesJust Clean Protein Inc
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10 votesJust Clean Protein Inc
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342 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Just Clean Protein Inc
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
566 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Just Clean Protein Inc
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1,099 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Just Clean Protein Inc
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14 votes
An error occurred while saving the comment Just Clean Protein Inc
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133 votes
Hi community, thanks for continuing to support this idea and share the situations where it matters most to your business.
We’re now rolling out backorders for tracked inventory, that enables you to keep selling and invoice customers even when you don’t currently have enough stock on hand.
When this becomes available in your organisation, you’ll be able to approve a sales invoice for tracked items even where there isn’t enough available quantity to fully supply it. Xero will allocate any stock that's available straight away, place the remainder on backorder, and then automatically allocate incoming stock to those outstanding backorders as inventory increases.
We’ll continue to monitor feedback as this rolls out more broadly, and I’ll return to share another update once the release is complete.
Just Clean Protein Inc
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28 votesJust Clean Protein Inc
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15 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
Just Clean Protein Inc
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137 votesJust Clean Protein Inc
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88 votes
Hi community, we'd like to provide an update for you all here with backorders for tracked inventory now in the process of rolling out to customers.
As this rolls out, customers will be able to approve sales invoices for tracked inventory even when there isn't enough available stock.
Your stock on hand will be allocated straight away, and the remaining quantity goes on backorder. Incoming stock is then automatically allocated to the oldest approved backorders.
This coupled with the ability to track the receiving of goods from a Purchase order through to Bills will help solve for needs shared in this idea.
We throughly appreciate all your input through this thread and will come back to confirm once this roll out reaches 100% of users. 😊
Just Clean Protein Inc
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115 votes
Hi team, I'm pleased to share that backorders capability is now in the process of rolling out to customers.
Once available in your org, you'll be able to approve sales invoices for tracked inventory even when there isn't enough available stock.
Your available stock will be allocated first, with the remaining quantity placed on backorder. As stock comes in it'll be automatically allocated to the oldest approved backorders.
You'll also see clearer inventory visibility through available quantity and backorder indicators in both your invoicing and inventory experience.
We'll keep monitoring feedback as availability expands, and I'll return to share another update once this is available to all users. Thanks!
Just Clean Protein Inc
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110 votes
Thanks for the support and voting on this idea, team.
We're in the midst of developing a refreshed purchase orders experience, that gives us the basis for new features.
As you may have seen in other recent updates, we have a keen eye on developing backorders, recording part amounts billed and allowing negative stock on hand in Xero.
We'll be back to share another update as work progresses.
Just Clean Protein Inc
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31 votes
An error occurred while saving the comment Just Clean Protein Inc
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Important to ensure invoice entry is correct, total number of units sold for packing quality assurance and for customer records
An error occurred while saving the comment Just Clean Protein Inc
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Invoice to show total number of units count
Just Clean Protein Inc
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Critical to be able to refund/provide credit notes with discount when customer had a standing discount purchase price.