Settings and activity
22 results found
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29 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Alison Chaffey
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78 votes
Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
Alison Chaffey
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29 votesAlison Chaffey
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112 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Alison Chaffey
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11 votesAlison Chaffey
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53 votesAlison Chaffey
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349 votesAlison Chaffey
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33 votesAlison Chaffey
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473 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Alison Chaffey
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19 votesAlison Chaffey
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324 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Alison Chaffey
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8 votes
An error occurred while saving the comment Alison Chaffey
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44 votesAlison Chaffey
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19 votesAlison Chaffey
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7 votesAlison Chaffey
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40 votesAlison Chaffey
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388 votes
An error occurred while saving the comment Alison Chaffey
commented
Please add in a filter or a new section to the 'History and notes' showing the emails sent from the system. Sometimes we customise the email content when chasing payments and I want better visibility of what's been said to customers. This would also highlight the amount of activity and time spent on accounts receivable.
I want to be able to see:
Contact
Recipient Email Address
Sender
Email Subject
Email Body
Sent Date & TimeAlison Chaffey
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71 votesAlison Chaffey
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45 votesAlison Chaffey
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394 votes
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…Alison Chaffey
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When you create a repeating invoice give the ability to select a specific contact for the invoice.
We have a client who wants invoices for the two services we provide to be sent to different contacts for approval (one to the marketing dept, one to the IT dept). This is a common issue with other larger clients who have budgets assigned to different departments. Sometimes we just put FAO [name] in the reference and they go to a generic accounts email address, but with this client the invoice needs to go to the approver first.
In repeating profiles it would be useful to be able to assign the right contact so that these invoices reach the right person, saving my clients time.