Settings and activity
21 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, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Alison Chaffey
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112 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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13 votesAlison Chaffey
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55 votesAlison Chaffey
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359 votesAlison Chaffey
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39 votesAlison Chaffey
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24 votesAlison Chaffey
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332 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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10 votesAlison Chaffey
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41 votesAlison Chaffey
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389 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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78 votesAlison Chaffey
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47 votesAlison Chaffey
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398 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Alison Chaffey
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717 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
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.